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 Financial Planning Service
Integrated Planning & Investments, situated at 1606 Clovis Ave, Clovis, CA 93612, United States, is a dedicated financial planning firm that specializes in providing personalized and comprehensive financial solutions. With a Phone number of 5594723656 and a user-friendly Website at integrated-plan.com, the company ensures easy access and communication for its clients.
Specialties and Services
As a Financial planner, Integrated Planning & Investments offers a wide range of services, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Their expertise lies in creating tailored financial plans that align with each client's unique goals and circumstances.
Client Experience and Accessibility
Integrated Planning & Investments prioritizes client experience, offering a range of features to ensure comfort and convenience:
- A wheelchair-accessible car park, entrance, and toilet
- Free parking lot
- Appointment recommendation for organized and efficient visits
These features demonstrate the firm's commitment to serving a diverse range of clients with varying needs.
Reputation and Testimonials
With an average opinion rating of 5/5 from Google My Business reviews, Integrated Planning & Investments maintains an excellent reputation. One client lauded their professionalism and speed in assisting with LLC formation. This testament to their service quality is further backed by the following features:
- Expertise in LLC formation
- Proven professionalism and efficiency
These aspects contribute to the positive reviews and overall satisfaction of Integrated Planning & Investments' clients.