Integrated Planning & Investments - Clovis, California

Introduction

Nestled at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments is a premier financial planning firm that has been serving the local community and beyond with unwavering commitment and expertise. With a strong focus on personalized service and comprehensive planning, the company has established itself as a trusted partner for individuals and businesses seeking to navigate their financial futures with confidence.

Main Services

• Comprehensive Financial Planning: Integrated Planning & Investments offers a holistic approach to financial planning, which includes retirement planning, tax planning, risk management, and estate planning. Their expert team works closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve success.
• Investment Management: The firm provides professional investment management services, designed to help clients grow their wealth and preserve their capital. They employ a disciplined, research-driven approach to investing, with a focus on long-term results and risk management.
• Retirement Planning: Integrated Planning & Investments specializes in helping clients prepare for a comfortable and secure retirement. They offer guidance on retirement savings strategies, pension plans, Social Security, and Medicare, ensuring that clients have a solid plan in place for their golden years.
• Tax Planning and Preparation: The firm's team of experienced professionals offers expert tax planning and preparation services, aimed at minimizing clients' tax liabilities and maximizing their after-tax income. They stay up-to-date with the latest tax laws and regulations to ensure that clients are always in compliance and taking advantage of available deductions and credits.
• Risk Management: Integrated Planning & Investments helps clients protect their assets and mitigate risks through the use of insurance products, such as life, health, and disability insurance. They work with clients to identify potential risks and develop strategies to address them, providing peace of mind and financial security.

Location and Access

Integrated Planning & Investments is conveniently located in the heart of Clovis, California, offering easy access to major thoroughfares and nearby amenities. The firm's address is easily accessible via Clovis Avenue, which is a main artery in the city. The nearest major intersection is Clovis Avenue and Herndon Avenue, which is approximately a half-mile away from the firm's location.

The firm is easily recognizable, as it is situated in a well-maintained, two-story building with a distinctive awning featuring the company's name. The building is surrounded by a landscaped grounds, providing a welcoming and inviting atmosphere for clients and visitors.

Featured Characteristics

• Wheelchair-Accessible Facilities: Integrated Planning & Investments is committed to providing a comfortable and accessible environment for all clients. The firm's building features a wheelchair-accessible entrance, as well as a wheelchair-accessible toilet, ensuring that clients with mobility impairments can access the facility with ease.
• Free Parking Lot: The firm offers free parking for clients and visitors, with a dedicated parking lot located adjacent to the building. This convenient feature allows clients to park with ease and access the firm's facilities with minimal effort.
• Appointments Recommended: While walk-ins are always welcome, Integrated Planning & Investments encourages clients to schedule appointments in advance. This ensures that the firm's team can provide the highest level of service and attention to each client's unique needs and goals.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Specialties: Financial planner
• Other points of interest:
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended
  • Free parking lot
• Opinions: This company has 1 review on Google My Business, with an average opinion rating of 5/5.

Positive Aspects from Reviews

One satisfied client praised Integrated Planning & Investments for their professionalism and efficiency in helping with LLC formation. This testimonial highlights the firm's commitment to providing high-quality service and expertise in various aspects of financial planning and investment management.

Positive aspects mentioned in the review include:

• Professionalism: The firm's team demonstrated a high level of expertise and dedication to their work, ensuring that the client's needs were met with efficiency and precision.
• Speed: Integrated Planning & Investments worked quickly to complete the LLC formation process, showing their commitment to timeliness and client satisfaction.

These positive aspects underscore the firm's dedication to providing exceptional service and building strong, lasting relationships with its clients. Integrated Planning & Investments continues to set the standard for comprehensive financial planning and investment management in the Clovis area and beyond.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.