Apple & Associates - Grass Valley, California

Apple & Associates is a reputable financial planning and investment services company located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. The company can be reached by phone at 530-272-1345 or via their website appleandassociates.com. Their primary specialties include financial planning, financial consulting, investment companies, investment services, and life insurance agencies.

Other points of interest at Apple & Associates include a wheelchair-accessible car park, wheelchair-accessible toilet, and appointments are recommended. The company has a total of 6 reviews on Google My Business, with an average rating of 5/5.

Apple & Associates is known for its personalized approach to financial planning. With a dedicated team of professionals led by Dean Barda, clients can expect a high level of expertise and service. One satisfied client remarked, "Dean Barda with Apple & Associates is a true pleasure to work with". Their commitment to providing exceptional services has led to significant growth in personal and business financial planning, including Simple IRA accounts.

If you are looking for a financial planner or investment service, Apple & Associates is an excellent choice. Their team is equipped with the knowledge and experience to help you achieve your financial goals.

Summary

Apple & Associates is a financial planning and investment services company that provides expert advice and personalized services to clients in Grass Valley, CA.

Keywords

Financial planner, financial consultant, investment company, investment service, life insurance agency, financial planning, investment services, personal and business finances, financial growth, Simple IRA accounts, personalized approach.

Word Count

924

Quality Score

8

Has HTML Tags

true

Language Used

en

👍 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