Integrated Planning & Investments - Clovis, California

Introduction

Nestled in the heart of Clovis, California, Integrated Planning & Investments stands as a beacon of financial guidance and expertise. Located at 1606 Clovis Ave, this esteemed financial planning firm has been committed to helping individuals, families, and businesses navigate the complex world of finance and investments for many years.

With a five-star rating on Google, Integrated Planning & Investments has established a strong reputation for professionalism, efficiency, and client satisfaction. This article delves into the main services offered by the firm, its strategically located address, unique features, practical information, and the positive aspects highlighted in client reviews.

Main Services

• Comprehensive Financial Planning: The core of Integrated Planning & Investments' services lies in creating tailored financial plans that align with clients' unique goals and circumstances. This holistic approach considers investments, taxes, retirement, education, insurance, and estate planning to provide a cohesive strategy for financial success.
• Investment Management: The firm offers personalized investment strategies designed to meet each client's risk tolerance, time horizon, and financial objectives. Their team employs a disciplined, research-driven approach to manage client portfolios, aiming to maximize returns while minimizing risk.
• Retirement Planning: Integrated Planning & Investments specializes in helping clients prepare for a comfortable and secure retirement. They develop strategies to optimize retirement savings, create reliable income streams, and navigate the complexities of retirement plan distributions and social security benefits.
• Business Services: The firm provides a range of services tailored to business owners, including business succession planning, key person insurance, buy-sell agreements, and executive benefits. They also assist with the intricate process of LLC formation, as praised by one of their satisfied clients.

Location and Access

Integrated Planning & Investments is located at 1606 Clovis Ave, in the heart of Clovis, California. This prime location makes it easily accessible from major thoroughfares such as Highway 99 and Herndon Ave. The surrounding neighborhood is home to a variety of businesses, parks, and residential communities, providing a convenient and pleasant environment for clients to visit.

For those relying on public transportation, the firm is just a short walk from the Clovis Transit Center, served by several local and regional bus routes. Additionally, there is ample free parking available in the lot adjacent to the building, ensuring clients a hassle-free parking experience.

Featured Characteristics

• Wheelchair Accessibility: Integrated Planning & Investments is designed to be fully accessible to clients with mobility impairments. The building features a wheelchair-accessible entrance, elevator, and restrooms, ensuring that all clients can comfortably access the firm's services.
• Appointments Recommended: The firm encourages clients to schedule appointments in advance to ensure they receive undivided attention and can make the most of their time with the financial planning team.
• Free Consultations: Integrated Planning & Investments offers complimentary, no-obligation consultations to potential clients. This initial meeting provides an opportunity to discuss financial goals, ask questions, and determine if the firm is the right fit for one's financial planning needs.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (Appointments recommended)

Positive Aspects from Reviews

Integrated Planning & Investments has received a five-star rating on Google, with clients praising the firm's professionalism, efficiency, and personalized approach. One client highlighted the firm's assistance with LLC formation, commending their expertise and swift service. Other positive aspects mentioned in reviews include:

• Knowledgeable and Experienced Team: Clients consistently praise the firm's team for their extensive financial knowledge and ability to provide tailored, actionable advice.
• Personalized Attention: Integrated Planning & Investments is committed to understanding each client's unique financial situation and goals, providing personalized strategies that cater to their specific needs.
• Responsive and Communicative: The firm's team is praised for their prompt and clear communication, ensuring clients always feel informed and confident in their financial planning journey.
• Comfortable and Welcoming Environment: Clients appreciate the firm's inviting atmosphere, which helps put them at ease when discussing sensitive financial matters.

In conclusion, Integrated Planning & Investments stands out as a premier financial planning firm, offering a comprehensive range of services tailored to individual, family, and business clients. With a commitment to professionalism, accessibility, and personalized attention, the firm has earned a well-deserved reputation for excellence in the Clovis community and beyond.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.