Integrated Planning & Investments - Clovis, California

Introduction

Integrated Planning & Investments, situated at 1606 Clovis Ave, Clovis, CA, is a distinguished financial planning firm that has been serving the community with expertise and professionalism. With a commitment to holistic financial planning, the team at Integrated Planning & Investments helps clients navigate the complexities of financial planning, investment management, retirement planning, and more.

Main Services

• Holistic Financial Planning: The firm offers comprehensive financial planning services, tailored to each client's unique financial situation and goals. This holistic approach ensures that all aspects of a client's financial life are considered and aligned to help them achieve their objectives.
• Investment Management: Integrated Planning & Investments provides personalized investment strategies designed to help clients grow and preserve their wealth. The firm's team of experienced professionals stays up-to-date with the latest market trends and investment strategies to provide clients with sound financial advice.
• Retirement Planning: The firm specializes in helping clients plan for a comfortable and secure retirement. Services include retirement income planning, 401(k) rollovers, and pension optimization to ensure clients can enjoy their golden years without financial worries.
• Estate Planning: Integrated Planning & Investments assists clients in creating effective estate plans to protect their assets and loved ones. Services include wills, trusts, and probate avoidance strategies to help clients preserve their wealth and ensure it is distributed according to their wishes.
• Tax Planning: The firm offers strategic tax planning to help clients minimize their tax liabilities and maximize their after-tax income. Services include tax-efficient investment strategies, tax-loss harvesting, and Roth IRA conversions.
• Business Planning: Integrated Planning & Investments works with business owners to help them grow and protect their businesses. Services include business succession planning, key employee retention strategies, and buy-sell agreements.

Location and Access

Integrated Planning & Investments is conveniently located in the heart of Clovis, CA, at 1606 Clovis Ave. The firm's location offers easy access to major thoroughfares, including Highway 168 and Bellmont Ave, making it easily accessible for clients coming from nearby areas such as Fresno, Sanger, and Madera. The surrounding neighborhood is primarily residential, with a mix of single-family homes and apartment complexes.

For those who prefer public transportation, the firm is situated near several bus stops served by the Fresno Area Express (FAX) bus system. The closest bus stops are located on Clovis Ave, near the intersections with Bulldog Ave and Sunnyside Ave. Additionally, the firm offers free parking for clients in their dedicated lot, ensuring a hassle-free visit.

Featured Characteristics

• Wheelchair Accessibility: Integrated Planning & Investments is committed to providing a comfortable and accessible environment for all clients. The firm's facility is wheelchair-accessible, with a designated parking space, a wheelchair-accessible entrance, and a wheelchair-accessible toilet.
• Appointments Recommended: To ensure clients receive personalized attention and the best possible service, Integrated Planning & Investments requires clients to schedule appointments in advance. This allows the firm's team to prepare thoroughly for each client's unique situation and provide tailored financial advice.
• Free Parking Lot: The firm offers a free parking lot for clients, making it convenient for them to visit the office without worrying about parking fees or availability. This added convenience ensures that clients can focus on their financial planning and investment needs during their visit.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (by appointment)
• Email: [email protected]

Positive Aspects from Reviews

Integrated Planning & Investments has received positive reviews from clients, with an average rating of 5/5 on Google My Business. One satisfied client praised the firm's professionalism and efficiency in helping with LLC formation. This testimonial highlights the firm's commitment to providing excellent service and expertise in various financial planning areas.

Other positive aspects mentioned in reviews include:

• Personalized and tailored financial advice
• Expertise in complex financial situations
• Responsive and communicative team
• Comfortable and welcoming office environment

These positive aspects demonstrate Integrated Planning & Investments' dedication to delivering exceptional service and building strong, lasting relationships with their clients. By focusing on each client's unique financial goals and providing personalized, comprehensive financial planning, the firm has earned a reputation as a trusted and reliable partner for individuals and businesses in the Clovis area and beyond.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.