Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Financial Planning Experience

Nestled at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments stands tall as a beacon of financial wisdom and guidance in the heart of Clovis. This esteemed financial planning firm is dedicated to helping individuals, families, and businesses navigate the intricate landscape of investments, retirement planning, and wealth management.

Main Services

• Financial Planning: At the core of Integrated Planning & Investments lies a robust financial planning service. Their team of seasoned professionals works closely with clients to understand their unique financial goals, risk tolerance, and time horizon. They then develop customized strategies to help clients achieve their objectives, whether it's planning for retirement, college savings, or estate distribution.
• Investment Management: The firm specializes in investment management, providing clients with access to a diverse range of investment options. Their investment philosophy is grounded in academic research and a long-term perspective, ensuring that clients' portfolios are designed for growth and preservation of capital.
• Retirement Planning: Integrated Planning & Investments is committed to helping clients plan for a comfortable and secure retirement. They offer a broad range of retirement planning services, including 401(k) rollovers, IRA management, and pension planning.
• Estate and Trust Planning: The firm's expertise extends to estate and trust planning, helping clients protect their assets and ensure a smooth transition of wealth to future generations. They work closely with clients' attorneys and accountants to develop comprehensive estate plans that align with their unique needs and goals.
• Business Planning: Integrated Planning & Investments also caters to business owners, providing strategic planning and succession planning services. They help businesses navigate the complexities of employee benefits, business continuation planning, and exit strategies.

Location and Access

Integrated Planning & Investments is conveniently located in the heart of Clovis, a bustling city in Fresno County, California. The firm is situated in a modern office building, offering easy access to major transportation routes, including Highway 168 and CA-99. The nearest public transportation stop is the Clovis Transit Center, which is approximately a 10-minute walk away. The firm offers free parking in a dedicated lot, ensuring clients' convenience and comfort during their visits.

Featured Characteristics

• Wheelchair Accessibility: Integrated Planning & Investments is committed to ensuring all clients can access its services. The firm provides wheelchair-accessible parking, entrance, and toilet facilities.
• Appointments Recommended: While walk-ins are welcome, the firm encourages clients to schedule appointments to ensure dedicated time and attention from their financial planners.
• Free Parking: The firm offers free parking in a dedicated lot, ensuring clients' convenience and comfort during their visits.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Specialties: Financial planner

Positive Aspects from Reviews

With an average rating of 5/5 from Google My Business reviews, Integrated Planning & Investments has made a significant impression on its clients. One satisfied customer praised the firm's professionalism and promptness in helping with LLC formation. This testament to the firm's commitment to excellence is echoed in other reviews, where clients commend the team's expertise, personal approach, and dedication to helping them achieve their financial goals.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.