Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Planning and Investment Services

Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, Apple & Associates is a distinguished financial planning and investment services company that has been serving the Grass Valley community with excellence. With a telephone number of 5302721345 and a website at appleandassociates.com, the company is easily accessible for potential clients.

Specialties and Services

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

• Financial Planning: The company offers comprehensive financial planning services to help clients achieve their short-term and long-term financial goals.
• Investment Services: They provide expert guidance on investment strategies to help clients grow their wealth.
• Life Insurance: Apple & Associates also offers life insurance services to help clients protect their families and assets.

Client Testimonials

Apple & Associates has a 5/5 average rating on Google My Business, with 6 reviews in total. One satisfied client, Dean Barda, praised the company, 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 Other Points of Interest

The company offers several convenience features for clients:

• Wheelchair-Accessible Parking: There is a wheelchair-accessible parking space available for clients with mobility challenges.
• Wheelchair-Accessible Toilet: A wheelchair-accessible toilet is provided to ensure all clients can use the facilities comfortably.
• Appointments Recommended: While walk-ins are welcome, appointments are recommended to ensure the best possible service and to avoid long wait times.

In conclusion, Apple & Associates is a highly-rated financial planning and investment services company that prioritizes client satisfaction and accessibility. Their comprehensive services, excellent location, and commitment to client care make them an outstanding choice for anyone seeking expert financial guidance.

👍 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