Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Overview

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 its exceptional services. With a strong online presence, the company has established itself as a trusted authority in the industry. In this article, we will delve into the various aspects of Integrated Planning & Investments, including its main services, location and access, featured characteristics, practical information, and customer reviews.

Main Services

• Financial Planning: Integrated Planning & Investments offers comprehensive financial planning services, including budgeting, investment planning, and retirement planning.
• Business Planning: The company provides business planning services, including business planning, financial planning, and business development.
• Investment Services: Integrated Planning & Investments offers investment services, including investment planning, portfolio management, and wealth management.
• LLC Formation: The company assists with LLC formation, providing clients with a streamlined process to establish their business.
• Tax Planning: Integrated Planning & Investments offers tax planning services, including tax planning, tax preparation, and tax consulting.
• Estate Planning: The company provides estate planning services, including estate planning, will preparation, and trust administration.

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 clients. The entrance is also wheelchair-accessible, ensuring that clients with mobility issues can navigate the premises with ease. Appointments are recommended, but walk-ins are also welcome. Free parking is available on site, making it a convenient option for clients.

Featured Characteristics

Integrated Planning & Investments is known for its unique characteristics, including its wheelchair-accessible facilities, free parking, and professional staff. The company's location in Clovis, CA, provides easy access to major highways and public transportation, making it a convenient option for clients from surrounding areas. The company's commitment to customer service is evident in its wheelchair-accessible facilities and free parking, ensuring that clients feel comfortable and supported throughout their visit.

Practical Information

Here are some practical details to keep in mind when visiting Integrated Planning & Investments:

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Hours of Operation: Monday to Friday, 9:00 AM to 5:00 PM
• Appointments Recommended: Yes
• Free Parking: Yes

Customer Reviews

Integrated Planning & Investments has received overwhelmingly positive reviews from its clients. One client praised the company's professionalism and speed, stating that they helped with LLC formation and were very professional and fast.

The company has 1 review on Google My Business, with an average rating of 5/5. This indicates that Integrated Planning & Investments is a highly regarded and trusted authority in the industry.

Positive Aspects from Reviews

The following positive aspects were mentioned in the customer review:

• Professionalism: The client praised the company's professionalism, stating that they were very professional and fast.
• Speed: The client appreciated the company's speed, stating that they helped with LLC formation quickly.
• Trustworthiness: The client expressed trust in the company, stating that they are a trusted authority in the industry.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.