Apple & Associates

Address: 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States.
Phone: 5302721345.
Website: appleandassociates.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service, Life insurance agency.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Apple & Associates

Apple & Associates 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States
Contact

About Apple & Associates

Apple & Associates, situated at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, is a renowned financial planning and investment service company. They provide a comprehensive range of services, including financial planning, investment management, and life insurance.

Contact Information:
Phone: 5302721345
Website: appleandassociates.com

Specialties

  • Financial planner
  • Financial consultant
  • Investment company
  • Investment service
  • Life insurance agency

Accessibility

  • Wheelchair-accessible car park
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

Client Testimonials

Apple & Associates boasts an impressive average rating of 5/5 on Google My Business, with a total of 6 reviews. Clients praise the company's professionalism and the significant growth they've experienced in their financial portfolios. For instance, one client notes, "Dean Barda with Apple & Associates is a true pleasure to work with. [.] Our employees are very satisfied with the service and the amount of growth we have all seen in our Simple IRA accounts is great."

More businesses in Grass Valley

Reviews of Apple & Associates

Apple & Associates - Grass Valley, California
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.

Apple & Associates - Grass Valley, California
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!

Apple & Associates - Grass Valley, California
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

Apple & Associates - Grass Valley, California
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!

Apple & Associates - Grass Valley, California
Vern M.
5/5

Quite possibly the best there is in nevada county!

Apple & Associates - Grass Valley, California
Cheryl S.
5/5

Category: California

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