Apple & Associates - Grass Valley, California

Apple & Associates: A Comprehensive Overview

Apple & Associates is a respected financial services firm dedicated to providing comprehensive and personalized solutions for both individual and business clients. Located at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, and reachable at Phone: 5302721345, they offer a suite of services designed to achieve optimal financial well-being. Their website, Website: appleandassociates.com, serves as a valuable resource for prospective clients seeking more information about their offerings.

Specialties encompass a broad range of financial expertise, including acting as a Financial Planner, a Financial Consultant, an Investment Company, providing Investment Services, and operating as a Life Insurance Agency. This multifaceted approach allows Apple & Associates to cater to diverse financial needs, from retirement planning and investment management to insurance coverage and comprehensive financial strategy.

Location and Accessibility

The firm’s Grass Valley location provides convenient access for clients in Northern California. Wheelchair-accessible car parks and wheelchair-accessible toilets are available, demonstrating a commitment to inclusivity and ensuring accessibility for all. Appointments are highly recommended to guarantee dedicated attention and personalized service. The facility itself is designed to provide a comfortable and professional environment for client consultations.

Services Offered – A Detailed Look

Apple & Associates distinguishes itself through its holistic approach to financial management. They don’t just offer individual services; they build integrated strategies. Here’s a breakdown of their key service areas:

• Financial Planning: They assist clients in developing a roadmap to achieve their financial goals, considering factors such as retirement, education funding, estate planning, and major life events.
• Investment Management: Leveraging their expertise as an Investment Company, they provide tailored investment strategies designed to align with individual risk tolerance and financial objectives. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Insurance Services: As a Life Insurance Agency, they offer a range of insurance products to protect clients and their families from unforeseen circumstances.
• Consulting Services: Their Financial Consultant role provides guidance on a variety of financial matters, helping clients make informed decisions about their money.

Client Feedback and Reputation

The company consistently receives positive feedback, as evidenced by its Average opinion: 5/5 rating on Google My Business, with 6 reviews highlighting the quality of their services. These reviews consistently praise the dedication and expertise of their team, particularly Dean Barda. Client testimonials suggest a strong emphasis on building long-term relationships based on trust and transparency. Clients appreciate the individualized attention they receive and the proactive approach taken to address their financial concerns. Many clients specifically mention the significant growth observed in their Simple IRA accounts under Dean Barda's management, indicating a successful track record in investment management. The firm's commitment to client satisfaction seems to be a cornerstone of its success.

Key Takeaways for Prospective Clients

1. Experienced Professionals: Apple & Associates boasts a team of skilled and knowledgeable financial professionals.
2. Personalized Service: They prioritize building strong client relationships and tailoring their services to individual needs.
3. Comprehensive Solutions: They offer a wide range of financial services, providing a one-stop shop for many clients’ needs.
4. Commitment to Accessibility: The firm’s commitment to accessibility, as demonstrated by its wheelchair-accessible facilities, reflects a dedication to serving a diverse client base.

In conclusion, Apple & Associates appears to be a reliable and reputable financial services firm. Their location, combined with their extensive expertise and client-focused approach, makes them a worthwhile consideration for individuals and businesses seeking sound financial guidance. Further exploration of their website and a direct conversation with a representative would undoubtedly provide a clearer understanding of how they can assist with your specific financial goals.

👍 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