Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Planning and Investment Services

Apple & Associates, established at Address: 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a renowned financial planning and investment services firm. With a Phone: 5302721345 and a Website: appleandassociates.com, the company is easily accessible for clients seeking expert financial guidance.

Specialties and Services

• Financial Planner: Apple & Associates offers personalized financial planning services tailored to each client's unique needs and goals.
• Financial Consultant: The company's experienced consultants provide professional advice on various financial matters.
• Investment Company and Services: Apple & Associates manages and advises on investment portfolios, helping clients grow their wealth.
• Life Insurance Agency: The company also provides life insurance services, ensuring clients' financial security and peace of mind.

Location and Accessibility

Located in Grass Valley, California, Apple & Associates is committed to providing a comfortable and accessible environment for all clients. The facility features a wheelchair-accessible car park and a wheelchair-accessible toilet for clients with special needs. Additionally, appointments are recommended to ensure efficient and dedicated service.

Client Testimonials and Opinions

With an average opinion rating of 5/5 from 6 reviews on Google My Business, Apple & Associates has consistently positive feedback. Clients praise the company's professionalism, expertise, and personalized approach. One client, Dean Barda, highlights the company's success in managing both personal and business finances, including significant growth in Simple IRA accounts.

👍 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