Apple & Associates - Grass Valley, California

About Apple & Associates

Apple & Associates, located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a renowned financial planning and investment service company. With a phone number of 5302721345 and a website at appleandassociates.com, they are committed to providing top-tier financial services to their clients.

Specialties

• Financial planner
• Financial consultant
• Investment company
• Investment service
• Life insurance agency

Location and Accessibility

Apple & Associates is conveniently situated in Grass Valley, California. Their office is wheelchair-accessible, with a dedicated car park and toilet facilities for individuals with mobility impairments. It is recommended to make an appointment prior to visiting to ensure a smooth and efficient experience.

Services and Reputation

With a focus on financial planning, Apple & Associates helps clients manage their personal and business finances. They provide expert guidance on investments, retirement planning, and more. Their commitment to client satisfaction is evident in their 5/5 average opinion rating, based on 6 reviews on Google My Business.

One satisfied client, Dean Barda, praises the company's dedication and professionalism. He highlights the significant growth in his Simple IRA account and the satisfaction of his employees with the services provided. This testimonial is a testament to Apple & Associates' ability to deliver results and maintain strong client relationships.

👍 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