Apple & Associates - Grass Valley, California

Apple & Associates: A Comprehensive Financial Planning Service

Apple & Associates, situated at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a distinguished financial planning firm that prioritizes personalized service and expert guidance. With a phone number of 5302721345 and a website at appleandassociates.com, the company is committed to helping clients make informed decisions about their financial future.

Specialties and Services

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

• Financial Planning: The firm offers comprehensive financial plans tailored to each client's unique needs and goals.
• Financial Consulting: They provide expert advice on various financial matters, helping clients navigate complex decisions.
• Investment Services: Apple & Associates helps clients grow their wealth through strategic investment strategies.
• Life Insurance: The firm offers life insurance services to protect clients and their families' financial futures.

Accessibility and Convenience

Apple & Associates ensures that their services are accessible to all. They provide:

• A wheelchair-accessible car park for clients with mobility needs.
• A wheelchair-accessible toilet, ensuring comfort and convenience for all visitors.
• Appointment recommendations, allowing clients to schedule meetings at their convenience.

Client Testimonials and Reputation

With an average opinion rating of 5/5 from 6 reviews on Google My Business, Apple & Associates has established a strong reputation for excellence. Clients praise the firm's personalized service and commitment to helping them achieve their financial goals. For instance, one client, Dean Barda, is commended for his expertise and dedication in managing both personal and business finances.

"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 client satisfaction, coupled with their expertise in financial planning and investment services, makes them an excellent choice for anyone seeking professional guidance in managing their financial future.

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👍 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