Innovative Investments Inc - Elkins, West Virginia

Innovative Investments Inc: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of financial planning and investments, Innovative Investments Inc. presents a compelling option. Located at 102 South Randolph Ave, Elkins, WV 26241, this firm offers a dedicated service focused on tailoring investment strategies to meet specific client needs. Their commitment to accessibility is evident through their wheelchair accessible entrance, parking lot, and restroom – demonstrating a genuine effort to serve a diverse clientele. Currently, Innovative Investments Inc. has no publicly available reviews on Google My Business, presenting an opportunity for them to establish a strong online presence and highlight their value proposition. Contacting them at Phone: 46363557 is recommended to schedule an appointment, as these are generally advised for personalized consultations. Their website, Website: yourinvestmentguys.com, provides further details about their services and approach.

Specialties and Services

Innovative Investments Inc. specializes in providing comprehensive financial planning and dedicated investment services. They operate under the philosophy of building long-term relationships with clients, prioritizing understanding their financial goals, risk tolerance, and time horizon. The firm’s core services typically include:

• Retirement Planning: Assisting clients in developing strategies to secure a comfortable retirement, considering factors like Social Security, 401(k)s, IRAs, and other retirement accounts.
• Investment Management: Constructing and managing diversified investment portfolios designed to achieve specific financial objectives. This includes asset allocation, security selection, and ongoing portfolio monitoring.
• Estate Planning: Collaborating with legal professionals to incorporate investment strategies into overall estate planning, ensuring assets are distributed according to client wishes and minimizing tax liabilities.
• Education Savings Plans: Providing guidance on saving for children’s education through options like 529 plans and other college savings vehicles.
• Financial Goal Setting: Helping clients define and prioritize their financial goals, such as purchasing a home, paying off debt, or achieving financial independence.

The firm’s approach emphasizes a collaborative process, working closely with clients to develop customized plans that align with their individual circumstances. They strive to provide transparent and objective advice, always acting in the client’s best interest.

Location and Accessibility

Innovative Investments Inc.'s physical location at 102 South Randolph Ave, Elkins, WV 26241 offers a convenient point of contact for clients in the Elkins area and surrounding communities. The facility is designed with accessibility in mind, featuring:

• Wheelchair Accessible Entrance: Ensuring easy access for individuals using wheelchairs or other mobility devices.
• Wheelchair Accessible Parking Lot: Providing designated parking spaces close to the entrance for clients with mobility limitations.
• Wheelchair Accessible Restroom: Offering a fully accessible restroom for client convenience.
• Restroom: A standard restroom is available for all clients.

The firm’s commitment to accessibility underscores their dedication to serving a broad range of clients. It’s recommended to call ahead to confirm accessibility features and schedule an appointment.

Client Feedback and Reputation

Currently, Innovative Investments Inc. has no reviews on Google My Business, indicating a nascent online presence. This represents both a challenge and an opportunity. While a lack of reviews might be perceived as a negative, it also presents a chance for the firm to establish a strong reputation through positive client experiences and proactive engagement with online platforms. The Average opinion: 0/5 reflects this current state. Building a positive reputation through exceptional service and client satisfaction is paramount to their long-term success. They should prioritize soliciting feedback and actively managing their online presence.

Additional Information and Recommendations

Appointments are strongly recommended at Innovative Investments Inc. to allow for a thorough assessment of client needs and the development of a personalized financial plan. The firm’s staff is dedicated to providing knowledgeable and attentive service. The website, yourinvestmentguys.com, provides access to resources and information about their services. Potential clients are encouraged to contact the firm directly at Phone: 46363557 to schedule a consultation and discuss their financial goals.