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 distinguished financial planning and investment services company that has been serving the community with integrity and professionalism. With a phone number of 5302721345 and a website at appleandassociates.com, the company is easily reachable and provides comprehensive information about its services.

Specialties and Services

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

• Financial Planning: The company offers tailored financial plans to help individuals and families manage their wealth effectively.
• Financial Consulting: With expert advice, Apple & Associates helps clients make informed decisions about their finances.
• Investment Services: The company provides investment management services, with a focus on growing and preserving clients' wealth.
• Life Insurance: Apple & Associates also offers life insurance services to help clients protect their loved ones financially.

Accessibility and Accommodations

Apple & Associates is committed to providing a comfortable and accessible environment for all clients. The office features:

• A wheelchair-accessible car park
• A wheelchair-accessible toilet
• Other toilet facilities
• Appointments are recommended to ensure prompt and efficient service

Why Choose Apple & Associates

With an average opinion rating of 5/5 from 6 reviews on Google My Business, Apple & Associates has proven its commitment to excellence and customer satisfaction. Clients praise the company's professionalism, expertise, and personalized approach to financial planning.

Dean Barda, a financial advisor at Apple & Associates, is highly recommended by clients. One satisfied client stated, "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."

Apple & Associates' commitment to excellence, combined with its personalized approach and extensive range of services, makes it an ideal choice for anyone seeking professional 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