Apple & Associates - Grass Valley, California

About Apple & Associates

Apple & Associates is a distinguished financial planning and investment services company situated at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. Their dedication to providing personalized and comprehensive financial solutions has earned them a reputable status in the industry.

Specialties

• Financial planner: Apple & Associates offers expert guidance in creating and implementing financial plans tailored to each client's unique needs.
• Financial consultant: Their team provides professional advice on financial matters, helping clients make informed decisions about their investments and overall financial strategy.
• Investment company: As an investment company, Apple & Associates manages and monitors clients' portfolios, aiming to maximize returns while minimizing risks.
• Investment service: They offer a range of investment services, including mutual funds, stocks, bonds, and retirement planning.
• Life insurance agency: Apple & Associates also provides life insurance services, helping clients protect their loved ones and plan for future financial needs.

Accessibility and Appointments

• Wheelchair-accessible car park: Apple & Associates ensures that their premises are accessible to clients with mobility impairments.
• Wheelchair-accessible toilet: Their facilities are designed to accommodate clients with disabilities.
• Toilet: They provide clean and well-maintained toilet facilities for client convenience.
• Appointments recommended: It is recommended to schedule appointments in advance to ensure a timely and efficient consultation.

Client Testimonials and Ratings

With an average rating of 5/5 on Google My Business, Apple & Associates has demonstrated a commitment to client satisfaction. Dean Barda, a financial advisor at Apple & Associates, has received praise for his professionalism and expertise:

"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, through the work of professionals like Dean Barda, has proven to be a reliable partner in managing and growing clients' financial assets.

👍 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