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.
đ Location of Apple & Associates
Apple & Associates: A Comprehensive Overview
Apple & Associates is a renowned financial planning and investment services company situated at 565 Brunswick Rd STE 8, Grass Valley, CA 95945, United States. This professional establishment is committed to providing exceptional financial planning services, catering to both personal and business needs.
Specialties and Services
Apple & Associates specializes in:
- Financial Planning: They offer expert guidance in creating and implementing tailored financial plans that align with your unique goals and circumstances.
- Financial Consulting: Their team provides insightful advice on a wide range of financial matters, ensuring you make informed decisions.
- Investment Company and Services: They help manage and grow your investment portfolio, ensuring it's diversified and optimized for maximum returns.
- Life Insurance Agency: They provide life insurance solutions to protect your loved ones and ensure your financial security.
Apple & Associates is dedicated to understanding your financial objectives and providing personalized solutions to help you achieve them.
Contact Information
You can reach Apple & Associates at 5302721345 or visit their website at appleandassociates.com.
Accessibility and Appointments
Apple & Associates has taken several steps to ensure accessibility:
- Wheelchair-accessible car park: They provide a dedicated parking space for wheelchair users.
- Wheelchair-accessible toilet: Their facilities are designed to accommodate wheelchair users.
- Toilet: They have restrooms on-site for client use.
- Appointments recommended: They encourage clients to schedule appointments to ensure they can provide undivided attention.
These amenities ensure that clients of all abilities can comfortably access and utilize their services.
Client Testimonials
Apple & Associates maintains a high standard of service, reflected in their clients' positive feedback. With an average rating of 5/5 from 6 reviews on Google My Business, their clients appreciate the professionalism, expertise, and personal touch they bring to financial planning.
One client, Dean Barda, praised the company, saying, "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 is committed to building long-term relationships with their clients, understanding their unique financial needs, and providing solutions that help them achieve their goals.
đ Reviews of Apple & Associates
