Integrated Planning & Investments - Clovis, California

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 has been serving the community for years. With its commitment to providing exceptional service and expertise, this company has established itself as a trusted partner for individuals and businesses seeking financial guidance. In this article, we will delve into the main services offered by Integrated Planning & Investments, its location and access, featured characteristics, practical information, and highlight the positive aspects mentioned in customer reviews.

Main Services

• Financial Planning: Integrated Planning & Investments offers comprehensive financial planning services, including creating personalized financial plans, investment strategies, and retirement planning.
• Business Planning: The company provides business planning services, including business strategy development, market analysis, and financial projections.
• LLC Formation: Integrated Planning & Investments can assist with LLC formation, ensuring that businesses are properly set up and compliant with all regulations.
• Investment Management: The firm offers investment management services, including portfolio development, investment strategy, and portfolio monitoring.
• Tax Planning: Integrated Planning & Investments provides tax planning services, including tax planning, tax preparation, and tax consulting.

Location and Access

Integrated Planning & Investments is conveniently located at 1606 Clovis Ave, Clovis, CA 93612, United States. The company is easily accessible by car, with a wheelchair-accessible parking lot available for customers. The entrance is also wheelchair-accessible, ensuring that all customers can enter the building with ease. Appointments are recommended, and free parking is available on site.

Featured Characteristics

Integrated Planning & Investments stands out from the competition with its unique characteristics, including its commitment to providing exceptional service and expertise. The company is staffed by experienced professionals who are dedicated to helping customers achieve their financial goals. With its comprehensive range of services, Integrated Planning & Investments is the perfect partner for individuals and businesses seeking financial guidance.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot

Customer Reviews

According to customer reviews, Integrated Planning & Investments has received rave reviews for its professionalism, speed, and expertise. One reviewer praised the company's help with LLC formation, stating: "Helped with LLC formation and were very professional and fast."

Positive Aspects of Customer Reviews

• Professionalism: Customer reviewers consistently praised Integrated Planning & Investments for its professionalism, highlighting the expertise and dedication of its staff.
• Speed: The company was commended for its speed in completing tasks, including LLC formation, which was completed quickly and efficiently.
• Expertise: Customer reviewers praised the company's expertise in financial planning and business planning, highlighting its ability to provide comprehensive and personalized services.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.