Applied Financial Resources LLC
Applied Financial Resources LLC, located in Toledo, OH, is a financial advisory firm dedicated to helping clients achieve financial independence through personalized financial planning, investment management, tax planning, estate planning, and concierge client services. With a fiduciary commitment to independent advice, the firm tailors solutions to meet the unique needs of each client, ensuring a comprehensive approach to wealth management.
The team at Applied Financial Resources combines the expertise of seasoned professionals with a client-focused philosophy, guiding individuals and families through various financial stages—from young professionals to retirees. Their mission is centered on creating a secure financial future for clients while fostering a legacy that can be passed down to future generations.
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