Applied Financial Strategies

Financial Services • Collierville, Tennessee, United States • 1-10 Employees

Company overview

Headquarters	554 Green Tree Cove, Suite 201B, Collierville, Tennessee 38017, US
Phone number	+19016825553
Website	appliedfinancialstrategies.com
NAICS	52
SIC	628
Founded	1974
Employees	1-10
Socials

Key Contact at Applied Financial Strategies

Robert Leger

President

Applied Financial Strategies Email Formats

Applied Financial Strategies uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@appliedfinancialstrategies.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@appliedfinancialstrategies.com	100%

About Applied Financial Strategies

Applied Financial Strategies, LLC is a full-service investment, insurance, financial planning, and retirement planning firm run by Robert E. Leger, CLU, ChFC with support from his Administrative Assistant, Stacy Hesson. Our aim is to help you design customized financial and investment plans based on your long-term objectives. We integrate ongoing planning with the management of our clients’ assets. With over forty years of industry experience, Bob brings the essential skills, resources, education, and discipline to effectively guide our clients. We believe that our efforts can benefit you and your family for generations to come. We strive to build lasting relationships of trust so that you can turn to us to help you and your family make sound financial decisions. As an independent company, Applied Financial Strategies is able to ensure that we keep your priorities as our priorities—always putting your interests first. With a commitment to excellence, we continue to develop professionally so that we can offer you the most up-to-date services. We are committed to being your financial steward and trusted advisor. Financial planning is the link between the financial resources you have and the life you want to lead. When done right, financial planning may help you unlock your productive energy and better use your wealth and talents to create a life rich in the experiences that you value most. Applied Financial Strategies, LLC is an Accredited Member of the Better Business Bureau and has an A+ rating. Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by Osaic Wealth. Please see our website at https://www.appliedfinancialstrategies.com for additional information and disclosures.

Applied Financial Strategies revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Applied Financial Strategies has never raised funding before.

Frequently asked questions

Applied Financial Strategies is located in Collierville, Tennessee, US.

You can reach Applied Financial Strategies at +19016825553.

Applied Financial Strategies was founded in 1974, making it 52 years old. The company has established itself as a significant player in its industry over this time.

Applied Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Applied Financial Strategies

Robert Leger

President

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