Apple & Associates - Grass Valley, California
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: A Trusted Financial Partner
Apple & Associates is a respected financial planning and investment management firm located in Grass Valley, California. Situated at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States, the company offers comprehensive financial services tailored to both individual and corporate clients. Their commitment to client success is evident in their highly-rated service and the significant growth observed within their client’s Simple IRA plans. Prospective clients can easily contact them at 5302721345 or through their website, appleandassociates.com. Appointments are highly recommended to ensure dedicated attention and personalized advice.
Services Offered
Apple & Associates specializes in a wide range of financial consultation and investment services. They cater to diverse financial needs, including:
- Financial Planning: They develop customized strategies to help clients achieve their short-term and long-term financial goals, encompassing retirement planning, education funding, and estate planning.
- Investment Company: Apple & Associates functions as an investment company, managing portfolios to align with clients' risk tolerance and financial objectives.
- Investment Service: They provide expert guidance on investment selection, diversification, and portfolio performance monitoring.
- Life Insurance Agency: Recognizing the importance of protecting one’s family and assets, they offer a variety of life insurance solutions.
Accessibility and Amenities
Apple & Associates prioritizes client convenience and accessibility. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Additionally, a standard toilet is available for all visitors. These features ensure a comfortable and accommodating environment for all clients.
Client Feedback and Reputation
The company’s dedication to client satisfaction is reflected in its impressive Google My Business rating of 5/5 stars. This overwhelmingly positive feedback underscores the trust and confidence clients have in Apple & Associates’ expertise and service. Specifically, interactions with Dean Barda, a key figure at the firm, have been consistently praised for their professionalism and dedication. Clients have entrusted him with both their personal financial planning and the management of their company’s Simple IRA plans, witnessing substantial growth within those accounts. This demonstrates a proactive and results-oriented approach to investment management.
Key Strengths and Differentiators
Several factors contribute to Apple & Associates’ success and distinguish them from other financial firms:
- Personalized Service: Clients receive individualized attention and tailored solutions based on their unique circumstances.
- Expertise: The team possesses a deep understanding of financial markets and investment strategies.
- Growth-Oriented Approach: They actively seek opportunities to maximize client returns and achieve financial goals.
- Commitment to Accessibility: Their accessible facilities ensure that all clients can comfortably engage with the firm.
Beyond the core services, Apple & Associates cultivates strong client relationships built on trust, transparency, and ongoing communication. They understand that financial planning is a long-term partnership, and they are dedicated to supporting clients throughout their financial journey. The success stories shared by clients, particularly regarding the growth of their Simple IRA accounts, speak volumes about the firm’s ability to deliver tangible results. The firm’s proactive management style and focus on client education further enhance the value they provide.
Contact Information and Further Details
For more information about Apple & Associates and their services, please visit their website at appleandassociates.com. You can also reach them directly by phone at 5302721345. We encourage prospective clients to schedule an appointment to discuss their financial needs and explore how Apple & Associates can assist them in achieving their goals.
👍 Reviews of Apple & Associates
