Apple & Associates - Grass Valley, California

Apple & Associates

Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates is a prominent financial planning and investment service company. Known for its professional and dedicated approach, the company has been serving the community with a range of financial services, making it a trusted name in the industry.

Specialties

• Financial Planning: Apple & Associates specializes in comprehensive financial planning, helping clients manage their wealth and plan for future goals.
• Investment Services: The company offers a wide range of investment services, including portfolio management, retirement planning, and college savings plans.
• Life Insurance: Apple & Associates also provides life insurance services, helping clients protect their loved ones' financial future.

Location and Accessibility

The office is conveniently located in Grass Valley, with a wheelchair-accessible car park and toilet, ensuring accessibility for all clients. Appointments are recommended, allowing the team to provide personalized attention and tailored financial advice.

Client Satisfaction

With an average opinion rating of 5/5 from 6 Google My Business reviews, Apple & Associates is highly commended by its clients. Dean Barda, a financial advisor at the company, is particularly praised for his expertise and professionalism. A client testimonial reads: "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 its extensive range of financial services, makes it an excellent choice for anyone seeking professional financial advice and investment services.

👍 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