Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Planning and Investment Services

Apple & Associates is a reputable financial planning and investment company located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. With a commitment to providing personalized and expert financial services, the company has established a strong reputation in the region. They can be reached via phone at 5302721345 or through their website, appleandassociates.com.

Specialties and Services

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

• Financial Planning: The company offers comprehensive financial planning services, tailored to each client's unique financial goals and circumstances.
• Investment Services: They provide expert guidance on investment strategies, helping clients make informed decisions about their portfolios.
• Life Insurance: Apple & Associates also offers life insurance services, helping clients protect their loved ones' financial futures.

Client Testimonials and Company Reputation

With 6 reviews on Google My Business, Apple & Associates maintains an impressive average rating of 5/5. Clients have praised the company's professionalism, expertise, and personal touch. One satisfied client, Dean Barda, commends the company's services, stating:

"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."

Accessibility and Appointments

Apple & Associates is committed to ensuring all clients can access their services. The company offers:

• A wheelchair-accessible car park
• A wheelchair-accessible toilet
• Appointments recommended to ensure tailored and undisturbed service

Apple & Associates stands out as a reliable and client-focused financial planning and investment company, earning the trust of its clients through expert advice and personalized service. For those seeking comprehensive financial planning and investment services in the Grass Valley area, Apple & Associates is highly recommended.

👍 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