Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Guide

Located in the heart of Clovis, California, Integrated Planning & Investments is a reputable financial planning firm that offers a wide range of services to individuals and businesses. In this article, we will delve into the main services offered by the company, its location and access, featured characteristics, practical information, and customer reviews.

Main Services

• Financial Planning: Integrated Planning & Investments offers comprehensive financial planning services, including budgeting, investment planning, and retirement planning.
• Investment Advisory: The company's investment advisory services help clients create and implement investment strategies tailored to their individual needs and goals.
• Retirement Planning: Integrated Planning & Investments provides expert retirement planning services, including retirement account planning and estate planning.
• Small Business Planning: The company offers specialized small business planning services, including business planning, financial planning, and tax planning.
• Insurance Planning: Integrated Planning & Investments provides insurance planning services, including life insurance, health insurance, and disability insurance.

Location and Access

Integrated Planning & Investments is located at 1606 Clovis Ave, Clovis, CA 93612, United States, in the heart of Clovis, California. The company is easily accessible by car, with ample parking available on site. The nearest public transportation option is the Clovis Transit Center, which offers bus services to various parts of the city.

Wheelchair-accessible parking, entrance, and toilet facilities are available on site, making it an inclusive and accessible location for all clients. Appointments are recommended to ensure a smooth and efficient experience.

Featured Characteristics

Integrated Planning & Investments is known for its exceptional customer service, professionalism, and expertise in financial planning. The company's team of experienced financial advisors is dedicated to providing personalized service to each client, ensuring that their unique needs and goals are met.

The company's commitment to staying up-to-date with the latest industry developments and trends ensures that clients receive the most current and effective financial planning advice. Integrated Planning & Investments is also a member of various professional organizations, demonstrating its commitment to excellence and industry standards.

Practical Information

Contact Information:

• Phone: 5594723656
• Website: integrated-plan.com

Business Hours:

The company's business hours are Monday to Friday, 9:00 AM to 5:00 PM. Appointments can be made by phone or email to ensure availability.

Payment Methods:

Integrated Planning & Investments accepts various payment methods, including cash, check, credit card, and bank transfer. The company also offers financing options for clients who require assistance with payment.

Customer Reviews

Integrated Planning & Investments has received overwhelmingly positive reviews from clients. One client praised the company's expertise and professionalism, stating: "Helped with LLC formation and were very professional and fast."

Overall, Integrated Planning & Investments has an average rating of 5/5 based on 1 review on Google My Business. Clients appreciate the company's personalized service, expertise, and commitment to staying up-to-date with industry developments.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.