Apple & Associates - Grass Valley, California

Apple & Associates: Your Trusted Financial Partner

Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates is a leading financial planning and investment company that has been serving the community with distinction. With a phone number of 5302721345 and a website at appleandassociates.com, they are easily reachable for anyone seeking expert financial advice.

Specialties and Services

Apple & Associates specializes in a range of financial services, including:

• Financial Planning: They offer comprehensive financial plans tailored to individual needs, helping clients achieve their short-term and long-term financial goals.
• Financial Consulting: Their expert consultants provide guidance on investment strategies, retirement planning, and wealth management.
• Investment Company and Services: Apple & Associates manages investments, providing clients with access to a wide range of investment options.
• Life Insurance Agency: They offer life insurance solutions to protect clients' families and loved ones in the event of an untimely death.

Accessibility and Appointments

Apple & Associates ensures that their office is accessible to everyone. They have a wheelchair-accessible car park and toilet facilities. It is recommended to schedule an appointment before visiting to ensure a smooth and efficient experience.

Client Testimonials

Apple & Associates has an impressive average opinion rating of 5/5 on Google My Business, with 6 reviews to date. Clients praise the company's professionalism, expertise, and commitment to client satisfaction. One satisfied client, Dean Barda, is commended for his exceptional service and the significant growth seen in Simple IRA accounts under his management.

Dean Barda with Apple & Associates is a true pleasure to work with. We've entrusted Dean with all our personal financial planning and have also transferred our company's Simple IRA plans to be managed by him. Our employees are very satisfied with the service and the amount of growth we have all seen in our Simple IRA accounts is great. I highly recommend Dean Barda to anyone looking to organize or receive advice on their personal or business finances.

In conclusion, Apple & Associates is a reliable and trusted financial partner that offers a range of services to help clients manage and grow their wealth. Their commitment to accessibility, client satisfaction, and professionalism sets them apart in the industry.

👍 Reviews of Apple & Associates

Jennie S.

5/5

Dean Barda with Apple & Associates is a true pleasure to work with. We've entrusted Dean with all our personal financial planning and have also transferred our company's Simple IRA plans to be managed by him. Our employees are very satisfied with the service and the amount of growth we have all seen in our Simple IRA accounts is great. I highly recommend Dean Barda to anyone looking to organize or receive advice on their personal or business finances.

Erin S.

5/5

Dean was very kind and supportive to my Mother earning her trust and mine immediately. He guided her with her best interest at heart. Wonderful experience!

Dwayne T.

5/5

Dan Apple and his associates have handled all of our personal finances and investments for about 15 years. We are pleased with the growth of our investments, but more importantly, the courtesy. consideration and professionalism shown us by Dan and Tammy have been outstanding. Dwayne and Joyce Tomson

Suzanne S.

5/5

Dan and the team were so easy to work with--especially since I am not that well-educated regarding finances. Everything was explained clearly, I was given options, and my preferences were respected. So glad I signed on with them!

Vern M.

5/5

Quite possibly the best there is in nevada county!

Cheryl S.

5/5