Apple & Associates - Grass Valley, California

Apple & Associates: Comprehensive Financial Services in Grass Valley

Apple & Associates, located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a distinguished financial services company that has been serving the local community and beyond with excellence. With a phone number of 5302721345 and a user-friendly website available at appleandassociates.com, the company is easily accessible and committed to providing top-notch services.

Expertise and Services

Apple & Associates specializes in a wide array of financial planning and investment services. Their key areas of expertise include:

• Financial Planning: They offer personalized financial plans tailored to each client's unique needs and goals.
• Investment Services: The company provides investment management services for individuals and businesses.
• Life Insurance: They offer life insurance policies to protect clients' families and assets.
• Retirement Planning: Apple & Associates helps clients plan for a secure and comfortable retirement.

They are known for their personalized approach, taking the time to understand each client's unique financial situation and aspirations.

Client Testimonials

Apple & Associates has a strong reputation, reflected in their 6 reviews on Google My Business, with an average rating of 5/5. Clients appreciate the company's personalized approach and expertise. One client, Dean Barda, is praised for his professionalism and dedication:

"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 ability to manage both personal and business finances, contributing to client satisfaction and growth.

Accessibility and Convenience

Apple & Associates ensures that their services are accessible to all. The office features a wheelchair-accessible car park and toilet, ensuring that everyone can comfortably visit the premises. Moreover, appointments are recommended, allowing clients to schedule consultations at their convenience.

Why Choose Apple & Associates

With their comprehensive range of services, personalized approach, and commitment to client satisfaction, Apple & Associates stands out as a trusted financial services provider. Their accessibility and convenience make them an excellent choice for anyone seeking professional financial guidance in the Grass Valley area.

In conclusion, Apple & Associates is more than just a financial services company. It is a partner that clients can trust to help them navigate their financial journey and achieve their financial goals.

👍 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