Apple & Associates - Grass Valley, California

Overview of Apple & Associates

Apple & Associates stands out as a comprehensive financial solutions provider located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. With a dedicated team led by Dean Barda, the company offers a wide array of services including Financial Planning, Financial Consulting, managing investment services, and operating as a Life Insurance Agency. Their commitment to personalized service is evident in their wheelchair-accessible facilities and appointments are recommended to ensure quality time with clients.

Contact Information

For potential clients looking to connect, Apple & Associates provides easy access through their phone number: 530-272-1345. Visitors can also find detailed information on their website: appleandassociates.com.

Services Offered

The company prides itself on its diverse services:
- Financial Planning and Financial Consulting tailored to individual needs.
- Managing investment opportunities to help grow your wealth.
- Offering Life Insurance services to secure your future.

Facilities and Accessibility

Apple & Associates demonstrates its commitment to inclusivity with wheelchair-accessible parking and restrooms, ensuring a comfortable experience for all visitors.

Client Reviews and Opinions

Clients have left glowing reviews, averaging a 5/5 average opinion. A standout review highlights Dean Barda's exceptional service, noting that clients feel relieved entrusting their financial planning to him, with significant growth observed in their Simple IRA accounts. This indicates a high level of satisfaction and trust among their clientele.

Recommendations for Prospective Clients

For anyone seeking expert advice on personal or business finances, Apple & Associates is a go-to choice. The friendly and professional approach, coupled with tangible results, makes them a valuable resource. Considering their impressive track record and client testimonials, scheduling an appointment is highly recommended.

Getting in Touch with Apple & Associates

To reap the benefits of their expert financial guidance, interested parties are encouraged to reach out via phone or visit their website for more detailed information. Whether you're looking to plan for retirement, manage your company's investments, or secure your family's future, Apple & Associates is ready to help. Don't wait to take control of your financial future - visit their website today or give them a call at 530-272-1345 to start your journey towards financial peace of mind.

Remember, the key to a secure financial future is often found in the right advice and planning, and Apple & Associates is well-equipped to provide that.

👍 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