APPLE AND ASSOCIATES

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... Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... Apple and Associates strives to meet the needs of their clients in a holistic manner. To accomplish this, we have created strategic alliances with local professionals that are aligned with our company values. Additionally, we often collaborate with your existing tax and estate advisors to ensure that there are no gaps in communication across the board. This allows Apple and Associates to deliver a comprehensive, client-centered wealth management experience.

Primary location: Grass Valley United States