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

Integrated Planning & Investments 1606 Clovis Ave, Clovis, CA 93612, United States

⏰ 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

Integrated Planning & Investments, located at 1606 Clovis Ave, Clovis, CA 93612, United States, is a professional financial planning service that stands out for its commitment to client satisfaction and expert services. With a Phone number of 5594723656 and a Website at integrated-plan.com, the company is easily accessible to potential clients.

Specialties and Services

Specializing in Financial Planning, Integrated Planning & Investments offers a wide range of services to help clients manage their finances effectively. Their services include:

  • Financial Planning: They provide personalized plans to help clients achieve their financial goals.
  • Investment Management: The company manages investments to help clients grow their wealth.
  • Retirement Planning: They assist clients in planning for their future retirement.
  • Estate Planning: Integrated Planning & Investments helps clients plan the distribution of their assets after their death.
  • LLC Formation: They assist in the formation of Limited Liability Companies (LLC).

Client Testimonials

With a 5/5 average rating on Google My Business, Integrated Planning & Investments has received positive reviews from its clients. One reviewer commented, "Helped with LLC formation and were very professional and fast." This testimonial highlights the company's professionalism and efficiency in its services.

Accessibility and Convenience

The company also ensures accessibility and convenience for its clients. Some of the features include:

  • Wheelchair-accessible car park: The company provides accessible parking for clients with disabilities.
  • Wheelchair-accessible entrance: The entrance is designed to accommodate clients using wheelchairs.
  • Wheelchair-accessible toilet: The company has an accessible toilet for clients with disabilities.
  • Toilet: A toilet is available for client use.
  • Appointments recommended: Clients are encouraged to schedule appointments for their convenience.
  • Free parking lot: The company offers free parking for its clients.

Integrated Planning & Investments is a reliable choice for anyone seeking professional financial planning services. Their commitment to client satisfaction, along with their range of services and accessible facilities, sets them apart in the industry.

👍 Reviews of Integrated Planning & Investments

Integrated Planning & Investments - Clovis, California
William V. H.
5/5

Helped with LLC formation and were very professional and fast.

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