Integrated Planning & Investments - Clovis, California
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 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Integrated Planning & Investments
⏰ Open Hours of Integrated Planning & Investments
- Monday: 8 am–4 pm
- Tuesday: 8 am–4 pm
- Wednesday: 8 am–1 pm
- Thursday: 8 am–4 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
Integrated Planning & Investments: A Comprehensive Guide
Located at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments is a reputable financial planning firm that offers a wide range of services to individuals, businesses, and organizations. With a strong focus on professionalism, efficiency, and customer satisfaction, this company has established itself as a trusted partner for those seeking expert financial guidance.
Main Services
- Financial Planning: Integrated Planning & Investments provides comprehensive financial planning services, including budgeting, investment planning, retirement planning, and estate planning.
- LLC Formation: The company helps individuals and businesses form limited liability companies (LLCs), ensuring that all necessary paperwork and regulations are met.
- Business Consulting: Integrated Planning & Investments offers business consulting services, including financial analysis, marketing strategies, and operational improvements.
- Investment Management: The firm provides investment management services, including portfolio creation, asset allocation, and ongoing portfolio management.
- Tax Planning: Integrated Planning & Investments assists clients with tax planning, including income tax planning, estate tax planning, and business tax planning.
Location and Access
Integrated Planning & Investments is conveniently located at 1606 Clovis Ave, Clovis, CA 93612, United States. The company's address is easily accessible by car, with a wheelchair-accessible car park, entrance, and toilet. Parking is free, making it a convenient option for clients who need to visit the office.
Located in the heart of Clovis, the company is close to major highways and public transportation routes, making it easily accessible by car or public transportation. The nearby neighborhoods of Clovis and Fresno offer a range of amenities, including restaurants, shops, and entertainment venues.
Featured Characteristics
Integrated Planning & Investments is known for its unique characteristics, including:
- Professional and Efficient Service: The company is committed to providing professional and efficient service, ensuring that clients receive the best possible guidance and support.
- Personalized Approach: Integrated Planning & Investments takes a personalized approach, tailoring its services to meet the unique needs and goals of each client.
- Expertise: The company's team of experts has extensive experience in financial planning, business consulting, and investment management.
- Customer-Centric: Integrated Planning & Investments is committed to delivering exceptional customer service, ensuring that clients feel valued and supported throughout their journey.
Practical Information
Here are some practical details to keep in mind when visiting Integrated Planning & Investments:
- Phone: 5594723656
- Website: integrated-plan.com
- Address: 1606 Clovis Ave, Clovis, CA 93612, United States
- Appointments Recommended: Yes
- Free Parking Lot: Yes
- Wheelchair-Accessible Car Park, Entrance, and Toilet: Yes
Positive Aspects from Reviews
Integrated Planning & Investments has received excellent reviews from clients, with an average rating of 5/5 on Google My Business. Some of the positive aspects mentioned by clients include:
- Helpful and Professional Staff: Clients have praised the company's staff for being helpful, professional, and responsive.
- Fast and Efficient Service: Integrated Planning & Investments has been commended for its fast and efficient service, ensuring that clients receive the best possible guidance and support.
- Personalized Approach: Clients have praised the company's personalized approach, tailoring its services to meet the unique needs and goals of each client.
- Expertise: Integrated Planning & Investments has been praised for its expertise in financial planning, business consulting, and investment management.
👍 Reviews of Integrated Planning & Investments
