Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Solutions

Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates is a distinguished financial planning and investment services company. With a phone number of 5302721345 and an official website at appleandassociates.com, the firm is easily accessible for clients seeking professional financial guidance.

Specialties and Services

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

• Financial Planning: The firm offers comprehensive financial planning services, helping clients establish and work towards their long-term financial goals.
• Financial Consulting: They provide expert advice on various financial matters, assisting clients in making informed decisions about their money.
• Investment Company and Services: Apple & Associates manages and grows clients' investments, ensuring their portfolios align with their unique financial objectives and risk tolerance.
• Life Insurance Agency: The firm offers life insurance solutions, providing clients with peace of mind and financial security for their loved ones.

Client Testimonials and Ratings

With an average rating of 5/5 from 6 reviews on Google My Business, Apple & Associates has consistently received high praise from its clients. A satisfied client, Dean Barda, commends the firm for its excellent service and the significant growth seen in their Simple IRA accounts. Many clients appreciate the personalized attention and expertise offered by the firm's financial advisors.

Accessibility and Appointment Information

Apple & Associates ensures accessibility for all clients, with dedicated parking and toilet facilities for those with mobility impairments.

Why Choose Apple & Associates

If you're seeking a professional, dedicated, and experienced financial services firm in Grass Valley, CA, look no further than Apple & Associates. With a commitment to personalized service and expert guidance, the firm helps clients navigate the complexities of financial planning and investment management. Contact them today to start your journey towards financial security and growth.

👍 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