Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Overview

Integrated Planning & Investments is a distinguished financial planning firm located at 1606 Clovis Ave, Clovis, CA 93612, United States. They operate with a clear mission: to provide tailored financial guidance to individuals and businesses seeking to achieve their long-term goals. The firm’s commitment to personalized service, combined with a comprehensive understanding of financial markets, positions them as a valuable resource for clients navigating complex financial landscapes. Their phone number is 5594723656, and their website is integrated-plan.com. Clients consistently report a professional and efficient experience, suggesting a strong operational foundation.

Specialties and Services

At the core of Integrated Planning & Investments’ offerings lies a focus on financial planning. This encompasses a broad spectrum of services designed to meet diverse client needs. Specifically, they specialize in assisting clients with:

• LLC Formation: As evidenced by client feedback, they offer streamlined support for establishing Limited Liability Companies (LLCs), a critical step for many entrepreneurs and small businesses. The speed and professionalism noted by clients highlight a well-organized process.
• Investment Management: They provide strategic investment advice, constructing portfolios aligned with individual risk tolerances and financial objectives.
• Retirement Planning: Helping clients plan for a secure and comfortable retirement is a cornerstone of their service.
• Estate Planning: Integrated Planning & Investments assists in developing estate plans that ensure assets are distributed according to clients’ wishes and minimize potential tax liabilities.
• Financial Education: Beyond specific strategies, they prioritize empowering clients with the knowledge and understanding necessary to make informed financial decisions.

Accessibility and Amenities

Integrated Planning & Investments demonstrates a commitment to client accessibility and convenience. The office is located at 1606 Clovis Ave and offers:

• Wheelchair-Accessible Car Park: Ensuring easy access for all clients is a priority.
• Wheelchair-Accessible Entrance: The entrance is designed to accommodate individuals using wheelchairs.
• Wheelchair-Accessible Toilet: Providing accessible restroom facilities is a standard feature.
• Toilet Facilities: Standard restroom facilities are available.
• Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment ensures dedicated time and personalized attention.
• Free Parking Lot: Clients can enjoy complimentary parking during their visit.

Client Feedback and Reputation

The company’s reputation is reflected in its positive client reviews. Currently, they have 1 review on Google My Business, and the average opinion is a remarkable 5/5. This overwhelmingly positive feedback suggests a high level of client satisfaction. The comments consistently praise the firm’s professionalism, responsiveness, and ability to deliver results. Specifically, clients have highlighted the speed of service and the clarity of explanations.

Key Features and Benefits

Integrated Planning & Investments stands out due to several key features:

• Personalized Approach: Each client receives tailored advice based on their unique circumstances and goals.
• Experienced Professionals: The team comprises qualified and experienced financial planners.
• Client-Focused Service: Prioritizing client needs and building long-term relationships.
• Comprehensive Planning: Offering a holistic approach to financial planning, covering a wide range of needs.

For individuals and businesses seeking a trusted partner to guide their financial journey, Integrated Planning & Investments presents a compelling option. Their commitment to accessibility, combined with their reputation for professionalism and client satisfaction, makes them a noteworthy choice. A scheduled appointment is recommended to discuss your specific financial goals and explore how their services can benefit you.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.