Apple & Associates - Grass Valley, California

Apple & Associates: Expert Financial Planning and Investment Services

Tucked away at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, Apple & Associates offers a comprehensive range of financial planning and investment services. Their team, led by the esteemed Dean Barda, is committed to helping both individuals and businesses navigate the complex world of finance.

Specialties and Services

• Financial Planning: Apple & Associates specializes in creating tailored financial plans that align with clients' unique goals and circumstances. Their approach combines expertise and personalization to ensure clients' financial futures are secure.
• Investment Services: The team at Apple & Associates offers a broad spectrum of investment services, from managing Simple IRA plans to guiding clients through the intricacies of the stock market. They strive to maximize clients' returns while minimizing risks.
• Life Insurance: As a full-service financial planning firm, Apple & Associates also provides life insurance services. They work with clients to determine the appropriate coverage levels and help them secure the best rates.

Accessibility and Convenience

Apple & Associates is designed to be accessible to all clients. Their office features a wheelchair-accessible car park and toilet, ensuring no one is excluded from their services. Appointments are recommended, which can be made by calling 5302721345 or visiting their website at appleandassociates.com.

Client Testimonials

With a 5/5 average rating from 6 reviews on Google My Business, Apple & Associates is highly regarded by its clients. One satisfied customer praised their experience with Dean Barda, commending his expertise and the significant growth seen in their Simple IRA accounts. Another client appreciated the personalized approach, stating that Apple & Associates took the time to understand their unique financial situation and goals.

Why Choose Apple & Associates

• Expertise in financial planning and investment services
• Personalized approach to each client's unique needs
• Wheelchair-accessible office for all clients
• Positive client testimonials and high average rating

If you're seeking a professional and dedicated team to guide you through your financial journey, look no further than Apple & Associates. Their expertise, accessibility, and commitment to client satisfaction set them apart in the world of financial planning 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