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Apple and Associates

  • Investment Service
  • Grass Valley, CA
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About this business

FinanceInvestment Service

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 ad... read more

Location details

565 Brunswick Road, Suite 8, Grass Valley, CA, 95945, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
Erin Swartzendruber's profile image
Erin Swartzendruber 
a year ago

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! 

Jennie Sparks's profile image
Jennie Sparks 
2 years ago

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. 

Dwayne Tomson's profile image
Dwayne Tomson 
2 years ago

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 Scotten's profile image
Suzanne Scotten 
3 years ago

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 McCrea's profile image
Vern McCrea 
a year ago

Quite possibly the best there is in nevada county! 

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Frequently asked questions about Apple and Associates

How is Apple and Associates rated?

Apple and Associates has a 5 star rating with 6 reviews. 

When is Apple and Associates open?

Apple and Associates is closed now. It will open on Monday at 8:00 a.m.