Applegate Financial Group is an independent financial services firm dedicated to assisting clients with their long-term financial goals through personalized planning and wealth management. The firm emphasizes a team-based approach to financial planning, covering areas such as retirement planning, investment management, risk management, and estate planning. They are not a direct broker-dealer; instead, they offer securities and advisory services through their affiliation with Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Founded in

United States