Welcome!

Investments, taxes, insurance, estate planning - the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

To take advantage of all available options, today's investor needs two things: an understanding of which investment products are most appropriate for
each situation and a relationship with a trusted investment professional who has a clear understanding of the investor's needs.

Daniel B. Apple, CFP® has been providing investment advice and financial services to individuals and businesses in Nevada County and the surrounding area since 1984. We are committed to putting service, quality and objective advice first.

By keeping clients objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, Apple & Associates maintains a constant commitment to putting service first. Some of our services include:

At Apple & Associates, we create individual wealth management plans for retirees. Under the direction of Certified Financial Planner™ Daniel B. Apple, our staff develops financial strategies designed to match the lifestyles of our clients while providing security and safety through financial planning and appropriate risk management. Unlike larger firms that specialize in one-size-fits-all solutions, we put together plans that tie into the specific ways you intend to spend your retirement years.

If you would like further information about our products or services, please do not hesitate to call or e-mail us.

Apple & Associates
565 Brunswick Road
Suite 8
Grass Valley, CA 95945
Phone: (530) 272-1345

 

 

E-mail us for a complimentary consultation!