Investment Planning Associates Inc - Elkhart, Indiana
Address: 419 S Main St, Elkhart, IN 46516, United States.
Phone: 5745220714.
Specialties: Financial planner, Insurance agency.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Investment Planning Associates Inc
⏰ Open Hours of Investment Planning Associates Inc
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Investment Planning Associates Inc., formatted as requested, aiming for a formal and helpful tone:
Investment Planning Associates Inc.: A Reliable Financial Partner
For individuals and families seeking comprehensive financial planning and secure insurance solutions, Investment Planning Associates Inc. stands as a reputable choice. Located in Elkhart, Indiana, this firm has consistently demonstrated a commitment to client well-being and personalized service. They operate from their address at 419 S Main St, Elkhart, IN 46516, United States, and can be contacted directly at 5745220714. While they do not currently maintain a dedicated website, their presence and services are well-established within the local community.
About Investment Planning Associates Inc.
Investment Planning Associates Inc. functions as both a financial planner and an insurance agency. This dual role allows them to offer a holistic approach to their clients’ financial needs. They specialize in helping individuals develop and implement long-term investment strategies, alongside providing a range of insurance products designed to protect assets and provide peace of mind. Their expertise covers areas such as retirement planning, education savings, estate planning, and risk management – all tailored to the specific circumstances of each client.
Key Features & Accessibility
Several features contribute to the positive client experience at Investment Planning Associates Inc.:
- Accessibility: The firm prioritizes inclusivity and accessibility. Their location includes a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet.
- Convenience: Appointments are strongly recommended to ensure dedicated attention and thorough planning.
- Customer Service: Clients consistently praise the firm’s attentive and professional service.
Client Feedback & Reputation
Currently, Investment Planning Associates Inc. boasts a strong reputation, evidenced by a single, overwhelmingly positive review on Google My Business, receiving an impressive average opinion of 5/5. This single, high-scoring review underlines the quality of their services and the satisfaction of their clientele. Further details regarding their client base are not publicly available, but the feedback suggests a focus on building lasting relationships based on trust and expertise.
Contact and Location Details
| Feature | Detail |
|--------------------|-----------------------|
| Address | 419 S Main St, Elkhart, IN 46516 |
| Phone | 5745220714 |
| Specialties | Financial Planner, Insurance Agency |
| Google Reviews | 1 Review (5/5 Average) |
👍 Reviews of Investment Planning Associates Inc
