Skip to main content

 (330) 659-2234  dave@appliedfin.com
  • Client Login
  • About Us 
    • Our Story
    • Our Team
    • Our Process
  • Personal Planning 
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Insurance Protection
  • Business Planning 
    • Business Financial Planning
    • Succession Planning
    • Corporate Retirement Plans
  • Education 
    • Retirement Planning
    • For Business Owners
    • Quarterly Newsletter
    • Financial Calculators
    • Blog
  • Contact Us

    You are here

  1. Home
  2. Client Logins

Client Logins

 

 

ShareFile

TD Ameritrade

eMoney

Client Account Access

 

 

 

Please wait while the upload form loads...
There was an error loading the upload form. Please contact support. We apologize for the inconvenience.
 
 
Unfortunately, there was an error in trying to upload your documents. Please try again later or contact us directly if the error persists.
Your documents have been successfully submitted to us!
Files cannot exceed 2 GB
 
 






Book a Meeting

Tell a Friend

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   4603 W. Streetsboro Road, Richfield, OH 44286
  •   (330) 659-2234
  •   dave@appliedfin.com

Contact us

Securities offered through: ValMark Securities, Inc., Member FINRA and SIPC 
130 Springside Drive • Suite 300 • Akron, OH, 44333-2431 • (800) 765–5201 

Investment Advisory Services offered through Wayne D. Minich & Company, Inc. a state Registered Investment Advisor. Thrid party money management offered through Valmark Advisors Inc and SEC Registered Investment Advisor. Applied Financial Concepts, Inc. and Wayne D. Minich & Company, Inc. are separate entities from ValMark Securities, Inc. and Valmark Advisors, Inc.

© 2023 Applied Financial Concepts, Inc.. All rights reserved.

Website Design For Financial Services Professionals