Chamber of Commerce

      Apple and Associates

      ( 6 Reviews )

      Apple and Associates
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (6 reviews)
      6
      0
      0
      0
      0
      Read Our 6 Reviews

      Chamber Rating

      Verified Member
      5.0 - (6 reviews)
      6
      0
      0
      0
      0
      › ‹
      • Erin Swartzendruber

        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!
        Nov 14th, 2022

      • Dwayne Tomson

        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
        Mar 15th, 2022

      • Vern McCrea

        Quite possibly the best there is in nevada county!
        Mar 11th, 2022

      • Jennie Sparks

        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.
        Aug 17th, 2020

      • Suzanne Scotten

        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!
        Feb 22nd, 2020

      Read Our 6 Reviews

      About
      Apple and Associates

      Our Firm Apple and Associates was founded in March of 2000 by Daniel B. Apple CFP®, who has been proudly serving the Northern California area since 1984. We are headquartered in Grass Valley, CA. The Fiduciary Standard In the modern financial services industry, the lines between sound financial advice and commission-based product sales are often blurred. It can be difficult to determine if an advisor is truly operating as a fiduciary or if they are just using the "suitability standard". At Apple & Associates, we strictly adhere to the fiduciary standard.

      Contact Info

      Services

      • College Planning
      • Estate Planning
      • Investment Management
      • Retirement Planning
      • Risk Management
      • Tax Mitigation Strategies

      Images

      Questions & Answers

      Q What is the phone number for Apple and Associates?

      A The phone number for Apple and Associates is: (530) 272-1345.

      Q Where is Apple and Associates located?

      A Apple and Associates is located at 565 Brunswick Road Suite 8, Suite 8, Grass Valley, CA 95945

      Q What is the internet address for Apple and Associates?

      A The website (URL) for Apple and Associates is: https://www.appleandassociates.com/

      Q What days are Apple and Associates open?

      A Apple and Associates is open:
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM

      Q How is Apple and Associates rated?

      A Apple and Associates has a 5.0 Star Rating from 6 reviewers.

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Apple and Associates

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      6
      0
      0
      0
      0
      Write a Review

      Erin Swartzendruber on Google

      image 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 Tomson on Google

      image 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

      Vern McCrea on Google

      image Quite possibly the best there is in nevada county!

      Jennie Sparks on Google

      image 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.

      Suzanne Scotten on Google

      image 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!

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      6
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