Apple & Associates - Grass Valley, California

Apple & Associates: A Comprehensive Review

Apple & Associates is a reputable financial planning and investment service company located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. They can be reached via phone at 5302721345 and their official website is appleandassociates.com.

Specialties and Services

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

• Financial Planning: They offer comprehensive financial planning services to help clients manage their money effectively and achieve their financial goals.
• Financial Consulting: Their team provides expert financial advice tailored to each client's unique situation.
• Investment Services: They offer investment management services to grow and protect clients' wealth.
• Life Insurance: Apple & Associates also provides life insurance services to protect clients' families and assets.

Client Reviews and Reputation

Apple & Associates has an average opinion rating of 5/5 on Google My Business, with 6 reviews. This indicates a high level of client satisfaction with their services. One reviewer, Dean Barda, praised the company for their excellent service and positive impact on their personal and business finances.

Other points of interest include a wheelchair-accessible car park and toilet, making the location convenient for all clients. Appointments are recommended to ensure availability and a smooth client experience.

Why Choose Apple & Associates

There are several reasons why clients choose Apple & Associates for their financial planning and investment needs:

• Expertise: The team at Apple & Associates consists of experienced financial planners and consultants who stay up-to-date with the latest industry trends and best practices.
• Personalized Approach: They take the time to understand each client's unique financial situation and goals, providing customized solutions that meet their specific needs.
• Excellent Communication: Apple & Associates is committed to keeping clients informed and involved in the financial planning process, ensuring they feel confident and empowered.
• Positive Client Reviews: The company's high client satisfaction rating and positive reviews demonstrate their ability to deliver exceptional service and results.

In conclusion, Apple & Associates is a reliable and highly-rated financial planning and investment service company in Grass Valley, California. Their expertise, personalized approach, and commitment to client satisfaction make them an excellent choice for individuals and businesses seeking professional financial guidance.

👍 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