Integrated Planning & Investments - Clovis, California

Introduction

Integrated Planning & Investments, situated at 1606 Clovis Ave, Clovis, CA, is a distinguished financial planning firm that has been serving the local community and beyond with exceptional services. With a strong commitment to helping clients achieve their financial goals, the company has garnered an impressive reputation for professionalism, efficiency, and customer satisfaction.

Main Services

Integrated Planning & Investments offers a comprehensive range of financial planning services, tailored to meet the unique needs of each client. Their main services include:

• Financial Planning: The core service of the firm, which involves creating a customized roadmap to help clients achieve their financial objectives. This includes analyzing their current financial status, setting goals, and developing strategies to reach those goals.
• Investment Management: Integrated Planning & Investments offers investment management services designed to help clients grow their wealth. Their team of experienced professionals carefully selects and manages investments to align with each client's risk tolerance and investment goals.
• Retirement Planning: The firm provides expert guidance on retirement planning, helping clients plan for a secure and comfortable future. This includes strategies for retirement savings, pension planning, and managing retirement income.
• Estate Planning: Integrated Planning & Investments assists clients in creating estate plans that protect their assets and ensure they are distributed according to their wishes. This includes wills, trusts, and other estate planning documents.
• Tax Planning: The firm offers tax planning services to help clients minimize their tax liability and maximize their after-tax income. This includes strategies for tax-efficient investing and tax planning for retirement distributions.

Location and Access

Integrated Planning & Investments is located at 1606 Clovis Ave, in the heart of Clovis, California. The office is easily accessible from major thoroughfares such as Highway 99 and Clovis Ave. The surrounding area is well-developed, with a mix of residential and commercial properties, and is home to several parks, shops, and restaurants.

For those who prefer to use public transportation, the firm is conveniently located near several bus stops served by the Clovis Transit System. Additionally, the office offers ample free parking, making it easy for clients to access the firm's services.

Featured Characteristics

Integrated Planning & Investments stands out from other financial planning firms due to several unique characteristics:

• Personalized Service: The firm takes a personalized approach to financial planning, tailoring their services to meet the specific needs and goals of each client.
• Experienced Team: The team at Integrated Planning & Investments is comprised of highly skilled and experienced financial professionals who are dedicated to staying up-to-date with the latest industry trends and regulations.
• Technology-Driven Approach: The firm leverages advanced technology to provide clients with secure, convenient, and efficient services. This includes online account management and digital financial planning tools.
• Community Involvement: Integrated Planning & Investments is committed to giving back to the community. The firm actively supports local charities and community initiatives, demonstrating its commitment to the betterment of Clovis and the surrounding area.

Practical Information

Integrated Planning & Investments is open Monday through Friday, from 8:30 AM to 5:00 PM. However, the firm encourages clients to schedule appointments at their convenience, including evenings and weekends. The office is wheelchair-accessible, with a designated wheelchair-accessible entrance and toilet. There is also a wheelchair-accessible car park available for clients with mobility impairments.

The firm's website, integrated-plan.com, provides detailed information about the firm's services, team, and approach to financial planning. The website also features a client portal, allowing clients to securely access their financial information and communicate with the firm's team.

Positive Aspects from Reviews

The firm has received overwhelmingly positive reviews from clients, with an average rating of 5/5 on Google My Business. One client praised the firm's professionalism and efficiency in helping with LLC formation, highlighting the team's attention to detail and commitment to client satisfaction. Another client commended the firm's personalized approach to financial planning, noting that the team took the time to understand their unique financial situation and goals.

Integrated Planning & Investments' commitment to professionalism, personalized service, and community involvement has earned it a reputation as one of the leading financial planning firms in the Clovis area. With its comprehensive range of services, experienced team, and dedication to client satisfaction, the firm is well-equipped to help clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your estate, Integrated Planning & Investments is an excellent choice for all your financial planning needs.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.