Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: Comprehensive Financial Planning in Clovis

Nestled in the heart of Clovis, California, Integrated Planning & Investments stands as a beacon of professionalism and expertise in the realm of financial planning. Situated at 1606 Clovis Ave, this distinguished establishment is committed to helping individuals and families navigate the complex world of finance and investments.

Main Services

• Financial Planning: The cornerstone of Integrated Planning & Investments' offerings, their financial planning services are tailored to each client's unique needs and goals. This holistic approach encompasses budgeting, saving, investing, and retirement planning, among other aspects.
• Investment Management: With a keen eye on the market and a deep understanding of investment strategies, the team at Integrated Planning & Investments manages portfolios with care and precision, always keeping clients' best interests at heart.
• Retirement Planning: Whether you're just starting to think about retirement or nearing the big day, Integrated Planning & Investments offers expert guidance to ensure a secure and comfortable future.
• Estate Planning: Navigating the intricacies of estate planning can be overwhelming, but the team at Integrated Planning & Investments makes it manageable. They provide insightful advice on wills, trusts, and other estate planning tools to protect your assets and loved ones.
• Tax Planning: Understanding and optimizing your taxes is crucial to your financial health. Integrated Planning & Investments offers strategic tax planning to help you keep more of what you earn.
• Insurance Services: From life and health insurance to disability and long-term care insurance, Integrated Planning & Investments helps you find the right coverage to safeguard your future.

Location and Access

Integrated Planning & Investments is conveniently located at 1606 Clovis Ave, in the heart of Clovis, California, 93612. The office is situated in the bustling downtown area, with numerous amenities, restaurants, and shopping opportunities nearby. The establishment is easily accessible by public transportation, with the Clovis Regional Bus Terminal a short walk away. For those driving, free parking is available in the adjacent lot, ensuring a hassle-free visit.

Featured Characteristics

What sets Integrated Planning & Investments apart is their commitment to personalized service and client education. Here are some of their standout features:

• Personalized Attention: Each client receives tailored, one-on-one attention, ensuring that their unique financial goals are met.
• Educational Approach: The team at Integrated Planning & Investments believes in empowering their clients with knowledge. They take the time to explain complex financial concepts in plain language, ensuring clients are fully informed and involved in the decision-making process.
• Community Focus: Integrated Planning & Investments is deeply rooted in the Clovis community. They are committed to giving back and supporting local initiatives.
• Wheelchair Accessibility: The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking, and toilet facilities to accommodate all clients.

Practical Information

To schedule a consultation or inquire about their services, Integrated Planning & Investments can be reached at 559-472-3656. Their website, integrated-plan.com, provides an abundance of resources and information about their services. They recommend making an appointment before visiting, ensuring a dedicated and uninterrupted consultation.

Business Hours: To know the exact business hours, it is recommended to contact the establishment directly or visit their website.

Payment Methods: For information on accepted payment methods, please contact Integrated Planning & Investments directly.

Customer Reviews

Integrated Planning & Investments has a stellar reputation, with an average rating of 5/5 from 1 review on Google My Business. Customers praise their professionalism, speed, and efficiency, particularly in helping with LLC formation.

"Helped with LLC formation and were very professional and fast." - Satisfied Customer

This glowing endorsement is a testament to Integrated Planning & Investments' commitment to client satisfaction and excellence in service.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.