Apple & Associates - Grass Valley, California

Apple & Associates: Your Trusted Financial Planning and Investment Service

Apple & Associates, located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a reputable financial planning, investment, and life insurance agency dedicated to helping individuals and businesses manage their financial future. With a commitment to personalized service and expert advice, Apple & Associates has been serving the local community for many years, earning a 5/5 average rating from clients.

Expert Financial Planning and Investment Services

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

• Financial Planning: They offer comprehensive financial planning services to help clients achieve their short- and long-term financial goals.
• Investment Services: The agency provides investment services to grow clients' wealth through careful analysis and strategic planning.
• Life Insurance: Apple & Associates offers life insurance solutions to protect clients' loved ones and ensure financial security in case of unexpected events.

Client-Centric Approach

Dean Barda, a well-respected financial planner at Apple & Associates, is praised for his genuine care and expertise. Clients appreciate his personalized approach and the peace of mind he provides. Some clients comment:

"Dean Barda with Apple & Associates is a true pleasure to work with. [.] I highly recommend Dean Barda to anyone looking to organize or receive advice on their personal or business finances."

Accessible Location and Additional Amenities

The agency's location offers convenient access, including:

• Wheelchair-accessible parking
• Wheelchair-accessible toilet
• Toilet

Appointments are recommended, and you can reach them at 530-272-1345 or visit their website at appleandassociates.com.

If you're seeking expert financial planning, investment, or life insurance services in Grass Valley, CA, consider Apple & Associates for their personalized approach, professional expertise, and commitment to client satisfaction.

👍 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