Integrated Planning & Investments - Clovis, California

Introduction

Integrated Planning & Investments, situated at 1606 Clovis Ave, Clovis, CA 93612, United States, is a distinguished financial planning firm that has been serving the local community and beyond with a commitment to excellence and professionalism. The company, established with the aim of helping individuals and businesses achieve their financial goals, has carved a niche for itself through its comprehensive, personalized, and strategic approach to financial planning.

Main Services

Integrated Planning & Investments offers a wide array of services designed to cater to the diverse financial needs of its clients. Here are some of their key services:

• Retirement Planning: The firm helps clients plan for their retirement by creating strategies that aim to ensure financial independence and a comfortable lifestyle during their golden years.
• Investment Management: Integrated Planning & Investments provides customized investment solutions tailored to each client's unique financial situation, risk tolerance, and investment goals.
• Estate Planning: The firm assists clients in creating estate plans that protect their assets, minimize taxes, and ensure a smooth transition of wealth to their beneficiaries.
• Business Planning: Integrated Planning & Investments works with business owners to develop strategies that promote growth, profitability, and long-term sustainability.
• LLC Formation: The firm helps clients form limited liability companies (LLCs) and navigate the complexities of business registration and compliance.

Location and Access

Located in the heart of Clovis, CA, Integrated Planning & Investments is conveniently situated for clients coming from various parts of the Central Valley. The firm's address, 1606 Clovis Ave, places it near several major thoroughfares, including Highway 168 and CA-99, making it easily accessible by car. For those who prefer public transportation, the firm is approximately a 10-minute walk from the Clovis Bus Station, served by various routes operated by the Fresno Area Express.

Upon arrival, clients will find ample free parking available on-site, with designated spaces for disabled individuals. The firm's premises are also wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible toilet inside the building.

Featured Characteristics

Integrated Planning & Investments stands out from its competitors through several unique characteristics that set it apart:

• Personalized Approach: The firm takes the time to understand each client's unique financial circumstances, goals, and concerns, ensuring that every plan is tailored to their specific needs.
• Holistic Financial Planning: Integrated Planning & Investments believes in addressing all aspects of a client's financial life, from investments and insurance to taxes and estate planning, to create a comprehensive and cohesive financial strategy.
• Professional Expertise: The firm's team comprises highly skilled and experienced financial advisors who stay up-to-date with the latest industry trends and best practices to provide clients with the most informed and effective advice.
• Transparent Communication: Integrated Planning & Investments values open and honest communication, ensuring that clients are always kept informed about their financial progress and the firm's recommendations.

Practical Information

To schedule an appointment with Integrated Planning & Investments, clients can call the firm directly at 5594723656. It is recommended that clients make an appointment in advance to ensure availability and to allow the firm to prepare for their visit. Walk-ins are welcome, but appointments have priority.

The firm's website, integrated-plan.com, provides a wealth of information about the firm's services, team, and financial planning resources. Prospective clients can also use the website's contact form to send a message to the firm and request more information.

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, Integrated Planning & Investments has consistently received positive feedback from its clients. One satisfied client praised the firm for their professionalism and efficiency in helping with LLC formation, stating that they were "very professional and fast." This testimonial highlights the firm's commitment to providing high-quality service and attending to clients' needs promptly and effectively.

Another client commended the firm's expertise and personalized approach, noting that the financial advisors at Integrated Planning & Investments took the time to understand their unique financial situation and created a tailored plan that addressed their specific concerns. This feedback underscores the firm's dedication to providing personalized and comprehensive financial planning solutions.

In conclusion, Integrated Planning & Investments is a leading financial planning firm in Clovis, CA, offering a wide range of services designed to help clients achieve their financial goals. With a commitment to personalized service, holistic planning, and professional expertise, the firm has established itself as a trusted and valued partner for individuals and businesses seeking to secure their financial future. The firm's convenient location, accessible facilities, and positive client reviews further cement its reputation as a top choice for financial planning in the Central Valley.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.