Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Planning and Investment Services

Located at Address: 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates is a prominent financial planning and investment services company. With a Phone number of 5302721345 and a Website at appleandassociates.com, they offer a wide range of financial services tailored to meet individual and business needs.

Specialties and Services

• Financial Planner: Apple & Associates helps clients set and reach financial goals through comprehensive planning.
• Financial Consultant: They provide expert advice on financial matters to help clients make informed decisions.
• Investment Company: The company manages investments for both personal and business accounts.
• Investment Service: Apple & Associates offers a variety of investment services, including retirement planning and wealth management.
• Life Insurance Agency: They provide life insurance services to protect clients' families and businesses.

Accessibility and Convenience

Apple & Associates ensures accessibility and comfort for all clients with the following facilities:

• Wheelchair-accessible car park: The company provides parking spaces for clients with mobility issues.
• Wheelchair-accessible toilet: The premises are equipped with accessible toilets for clients with disabilities.
• Toilet: Regular toilet facilities are available on-site.
• Appointments recommended: While walk-ins are welcome, it's recommended to schedule appointments for personalized service.

Client Satisfaction and Review

With an average opinion rating of 5/5 from 6 reviews on Google My Business, Apple & Associates has consistently received high praise from clients. One satisfied client, Dean Barda, commended the company for their excellent service, saying, "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."

This testimonial highlights the company's commitment to client satisfaction, professionalism, and expertise in financial planning and investment services.

👍 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