Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Overview

Integrated Planning & Investments is a distinguished financial planning firm located at 1606 Clovis Ave, Clovis, CA 93612, United States. Dedicated to providing personalized and strategic financial guidance, they cater to a diverse clientele seeking to achieve their long-term financial goals. Their commitment to client success is evident in their streamlined processes and a focus on building lasting relationships. For immediate assistance, you can reach them at Phone: 5594723656. To learn more about their services and approach, please visit their website at Website: integrated-plan.com. The company boasts a strong reputation, as reflected in its impressive Average opinion: 5/5 rating on Google My Business, based on 1 reviews.

Core Services and Expertise

At the heart of Integrated Planning & Investments’ operations lies a comprehensive suite of financial planning services. They specialize in assisting individuals and families in navigating the complexities of wealth management, retirement planning, investment strategies, and estate planning. Their services extend beyond mere investment management; they emphasize a holistic approach, considering all aspects of a client’s financial life.

Key Areas of Focus

• Retirement Planning: They help clients develop customized retirement strategies, factoring in factors such as desired lifestyle, anticipated expenses, and potential investment returns. This includes analyzing current savings, projecting future needs, and recommending appropriate investment vehicles.
• Investment Management: Integrated Planning & Investments offers tailored investment portfolios designed to align with each client's risk tolerance and financial objectives. They employ a disciplined investment approach, focusing on long-term growth and capital preservation.
• Estate Planning: Recognizing the importance of protecting assets and ensuring a smooth transfer of wealth, they provide guidance on estate planning strategies, including wills, trusts, and power of attorney.
• LLC Formation: As evidenced by client feedback, they offer efficient and professional assistance with the formation of Limited Liability Companies (LLCs), a crucial step for many entrepreneurs and small business owners. Helped with LLC formation and were very professional and fast.
• Financial Education: They believe in empowering clients with the knowledge and tools they need to make informed financial decisions.

Accessibility and Convenience

Integrated Planning & Investments prioritizes client convenience and accessibility. Their office is equipped with several amenities to ensure a comfortable and productive experience. Wheelchair-accessible car park and Wheelchair-accessible entrance are available, demonstrating their commitment to inclusivity. Additionally, a Wheelchair-accessible toilet is provided for client comfort. Appointments are recommended to allow for dedicated time and personalized attention. Free parking lot is available for client convenience.

Client Feedback and Reputation

The consistently high ratings – specifically the Average opinion: 5/5 – on Google My Business underscore the positive experiences reported by their clients. While only one review is currently available, the overwhelming sentiment suggests a strong commitment to client satisfaction and professional service. The feedback highlights their efficiency and responsiveness, suggesting a streamlined and client-focused approach. The reported assistance with LLC formation further demonstrates their versatility and ability to support clients at various stages of their financial journey. The firm’s dedication to building trust and providing individualized attention is clearly a priority.

Contact Information and Website

To schedule an appointment or to learn more about the services offered by Integrated Planning & Investments, we encourage you to contact them directly. Their phone number is Phone: 5594723656. For detailed information about their services, investment philosophy, and team members, please visit their website: Website: integrated-plan.com. We believe that Integrated Planning & Investments represents a valuable resource for individuals and families seeking expert financial guidance and support.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.