Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet

Financial Strategy

What differentiates financial advisors is their knowledge and integrity. The people at AFG and our philosophies are what drive our quest for the optimal strategy. We strive to solidify your trust in us as a valued advisor for the rest of your life.

We have been where you are. Over the past 20-plus years, we have helped many people who faced similar challenges that you face and have similar objectives to what you seek. When you trust your and your family's financial future to someone, it should be someone with our vast experience and knowledge base.

You need a financial strategy that is flexible and an advisor that is capable of anticipating your evolving needs, managing the constantly changing tax laws and protecting you in the landscape of a volatile marketplace.

We are a unique, tax driven practice, especially qualified to deal with the tax implications of wealth accumulation, wealth distribution, estate planning, charitable planning and business financial strategy.

Let us help you design the best plan for you, your family and your business.