Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Planning and Investment Services

Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates is a leading financial planning and investment services company that has been serving the local community and beyond with excellence. With a phone number of 5302721345 and a website at appleandassociates.com, they are easily reachable for potential clients seeking professional financial guidance.

Specialties and Services

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

• Financial planning: They offer personalized financial plans tailored to each client's unique goals and needs.
• Financial consulting: Their team provides expert advice on various financial matters.
• Investment company and services: They manage investments for both individuals and businesses.
• Life insurance agency: They offer life insurance solutions to protect clients' loved ones and assets.

One of the standout aspects of Apple & Associates is their commitment to their clients. As one client, Dean Barda, puts it, '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 More

In addition to their exceptional services, Apple & Associates also provides several amenities to ensure their clients' comfort and convenience:

• Wheelchair-accessible car park: They have a parking area that is accessible for clients with wheelchairs.
• Wheelchair-accessible toilet: Their facilities include a wheelchair-accessible toilet.
• Toilet: They have a toilet available for client use.
• Appointments recommended: They recommend scheduling appointments to ensure a smooth and efficient client experience.

With an average rating of 5 out of 5 stars from 6 reviews on Google My Business, Apple & Associates has proven itself to be a reliable and trusted financial services provider in the area.

👍 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