Apple & Associates

Apple & Associates is a fee-based financial planning and investment management firm operating in a fiduciary capacity for their clients. Founded in March 2000 by Daniel B. Apple CFP®, the firm has been dedicated to serving the Northern California area since 1984. Headquartered in Grass Valley, CA, Apple and Associates was established with the purpose of helping people reach their financial goals. Operating fervently in a fiduciary capacity, the firm focuses on providing unbiased financial advice that always prioritizes the best interest of their clients. Unlike many firms, they do not rely on commission-based products for their primary compensation but are primarily compensated through fee-based financial planning and investment management. Their dedication to ethical and client-centric practices sets them apart in the Finance and Financial Services industries. With no specific details on recent investments or investors, the firm's strong commitment to fiduciary principles and unbiased advice positions them as a reliable and trustworthy partner for clients seeking financial guidance.