Integrated Planning & Investments - Clovis, California

Nestled in the heart of Clovis, California, Integrated Planning & Investments has been serving the financial planning needs of the local community since its establishment. Located at 1606 Clovis Ave, this esteemed financial planning firm is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Main Services

• Financial Planning: The cornerstone of Integrated Planning & Investments' services, their financial planning process is designed to understand each client's unique financial situation, goals, and dreams. They provide tailored strategies that evolve with their clients' changing needs.
• Retirement Planning: With a focus on helping clients achieve a comfortable and secure retirement, Integrated Planning & Investments offers retirement planning services that address income planning, asset preservation, and estate planning.
• Investment Management: The firm's investment philosophy is centered on proactive portfolio management, risk mitigation, and long-term growth. They offer customized investment strategies based on each client's risk tolerance and investment goals.
• Estate Planning: Integrated Planning & Investments helps clients protect their assets and provide for their loved ones by offering estate planning services that include wills, trusts, and probate avoidance strategies.
• Business Planning: For business owners, the firm provides comprehensive business planning services that cover succession planning, exit strategies, and employee benefits.

Location and Access

Situated in the historic Old Town Clovis, Integrated Planning & Investments is easily accessible from major roads such as Highway 168 and Highway 99. The firm is located in a charming, two-story building with ample street parking available nearby. For clients with mobility concerns, the office offers wheelchair-accessible parking, entrance, and toilet facilities.

Public transportation is available in the area, with the Clovis Transit Center located just a short drive away. The firm is also close to several popular local attractions, including the Clovis Botanical Garden and the Old Town Clovis Farmers Market.

Featured Characteristics

• Personalized Approach: Integrated Planning & Investments prides itself on its personalized approach to financial planning. Each client works directly with a dedicated planner who takes the time to understand their unique financial situation and goals.
• Comprehensive Services: The firm offers a wide range of financial services under one roof, making it a convenient one-stop-shop for clients' financial needs.
• Community Involvement: Integrated Planning & Investments is actively involved in the local community, sponsoring various events and initiatives aimed at improving the financial well-being of Clovis residents.
• Experienced Team: The firm's team of financial planners brings a wealth of experience and expertise to the table, ensuring that clients receive the highest level of service and guidance.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Business Hours: It is recommended to contact the establishment directly for the most accurate and up-to-date business hours.
• Appointments: Appointments are recommended to ensure a timely and efficient service.
• Parking: Free parking is available in the lot adjacent to the office, with wheelchair-accessible spaces available.
• Payment Methods: To know the payment methods accepted, it is recommended to contact the establishment directly or check its website.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.