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Integrated Advisory Services - Winston-Salem, North Carolina

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 110 Oakwood Dr # 550, Winston-Salem, NC 27103, United States.
Phone: 3367145050.
Website: iaspartnership.com
Specialties: Financial planner.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Integrated Advisory Services

Integrated Advisory Services 110 Oakwood Dr # 550, Winston-Salem, NC 27103, United States
☎️3367145050

⏰ Open Hours of Integrated Advisory Services

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8:30 am–5 pm
  • Saturday: 8:30 am–5 pm
  • Sunday: 8:30 am–5 pm

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Integrated Advisory Services: A Comprehensive Financial Planning Solution

Integrated Advisory Services, located at 110 Oakwood Dr # 550, Winston-Salem, NC 27103, United States, offers a range of financial planning services tailored to meet the diverse needs of its clients. With a phone number 3367145050 and an accessible online presence through iaspartnership.com, this firm stands out for its commitment to providing expert financial planning. The services include on-site consultations, flexible online appointments, and facilities that accommodate all visitors with wheelchair accessibility at the car park, entrance, and restrooms. For those recommending appointments, it's advisable to schedule in advance to ensure personalized service. Though the company lacks reviews on Google My Business, it offers a solid foundation for those seeking professional financial guidance.
"Summary: Integrated Advisory Services provides comprehensive financial planning with accessible services and accommodations for all, though its absence of online reviews suggests potential room for improvement in building its reputation online.
Keywords: Financial Planning, Advisory Services, Wheelchair Accessible, Online Appointments, On-site Services
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Location and Contact Information

Integrated Advisory Services is conveniently situated at 110 Oakwood Dr # 550, Winston-Salem, NC 27103, United States. For those looking to reach out, the firm's contact number is 3367145050.

Website and Online Presence

The company maintains a professional online presence through iaspartnership.com, allowing potential clients to explore their services and find more information about their offerings. This digital platform serves as a crucial tool for clients to learn more about Integrated Advisory Services before making contact.

Specialties and Services Offered

The core specialty of Integrated Advisory Services is financial planning. This comprehensive approach to financial management ensures that clients receive tailored advice and strategies to meet their financial goals. Key services include:

  • On-site consultations: Clients can benefit from personalized advice in a comfortable, face-to-face environment.
  • Online appointments: Offering flexibility for those who prefer or require remote consultations.
  • Wheelchair-accessible facilities: Ensuring that the office is inclusive and accessible to individuals with mobility needs.
  • Appointment recommendations: Encouraging clients to schedule sessions in advance to optimize service quality.

Accessibility Features

Understanding the importance of inclusivity, Integrated Advisory Services has made significant efforts to ensure their premises are wheelchair accessible. This includes a car park, entrance, and restroom all designed to accommodate visitors using wheelchairs, demonstrating a commitment to serving a diverse clientele.

Customer Engagement and Appointments

While the company lacks reviews on Google My Business, it's crucial for potential clients to understand the importance of scheduling appointments. This not only allows for a tailored service experience but also helps the advisors prepare thoroughly for each meeting, ensuring that clients receive the attention and expertise they need.

Customer Opinions and Ratings

At present, Integrated Advisory Services holds an Average opinion: 0/5 on Google My Business. This indicates a need for the firm to actively seek feedback and possibly improve their service quality or customer communication to better meet client expectations.

Recommendations for Prospective Clients

For those considering Integrated Advisory Services, it's recommended to first explore their website, especially for those interested in online services or needing more detailed information about their offerings. Given the lack of online reviews, prospective clients might want to reach out directly to inquire about specific services or to request a consultation. This proactive approach can help clarify expectations and determine whether the firm's services align with one's financial planning needs.

Conclusion

Integrated Advisory Services presents itself as a robust financial planning firm with a focus on accessibility and flexibility. While they may not yet have a strong online presence reflected in reviews, their physical accessibility and diverse service offerings make them a noteworthy choice for individuals seeking comprehensive financial guidance. As they continue to engage with clients and potentially grow their online reputation, their value proposition could become even more compelling.

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