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 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.

👍 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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