Integrated Planning & Investments - Clovis, California
Address: 1606 Clovis Ave, Clovis, CA 93612, United States.
Phone: 5594723656.
Website: integrated-plan.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Integrated Planning & Investments
⏰ Open Hours of Integrated Planning & Investments
- Monday: 8 am–4 pm
- Tuesday: 8 am–4 pm
- Wednesday: 8 am–1 pm
- Thursday: 8 am–4 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
Integrated Planning & Investments: Expert Financial Guidance in Clovis, CA
Located at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments offers a comprehensive range of financial planning services to individuals and businesses in the area. With a focus on personalized guidance and expert advice, this establishment has established itself as a trusted resource for those seeking financial clarity and security.
Main Services
- Financial Planning: Comprehensive financial planning services, including budgeting, investment planning, and retirement planning.
- Investment Management: Expert investment management services, including portfolio creation and management.
- Business Planning: Business planning services, including business strategy development and growth planning.
- Wealth Management: Wealth management services, including estate planning and wealth transfer.
- Retirement Planning: Retirement planning services, including retirement planning and wealth creation.
Location and Access
Integrated Planning & Investments is conveniently located at 1606 Clovis Ave, Clovis, CA 93612, United States. The establishment is easily accessible by car, with ample parking available on site. The nearby public transportation options include bus and train services, making it easy for customers to plan their visit.
The establishment is wheelchair accessible, with a wheelchair-accessible car park, entrance, and toilet. This ensures that all customers, regardless of mobility needs, can easily access the premises.
Featured Characteristics
Integrated Planning & Investments is known for its professional and personalized approach to financial planning. The establishment has a team of experienced financial planners who are dedicated to providing expert guidance and support to their clients.
The establishment is also recognized for its commitment to customer service, with a focus on building long-term relationships with its clients.
Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot.
Practical Information
Contact Information:
Phone: 5594723656
Website: integrated-plan.com
Hours of Operation:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Opinions
This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Customers highlight the professionalism and expertise of the financial planners, as well as the establishment's commitment to customer service.
One customer stated, 'Helped with LLC formation and were very professional and fast.'
This positive feedback demonstrates the establishment's ability to provide high-quality service and support to its clients.
👍 Reviews of Integrated Planning & Investments
