Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet

Strategic Partners

In the financial world, the smartest people are the ones who realize that they can't be experts at everything. That is the reason that AFG has become one of the leading resources in the country with regards to hight-level retirement planning, estate planning and business financial strategy.

We are called upon by accountants, attorneys, insurance agents, bankers and financial planners to work together in sharing our experience with their valued clients. Accessing our specialized knowledge not only helps the client, but also inevitably elevates the stature of the financial professional for having such a resource at their fingertips.

This is our corner of the financial world, and we thrive on being the best with regards to knowledge and integrity. Your strategic alliance with us allows you to stay focused on what you do best, while still providing your clients with the best of both worlds.