The Planning Center
(559) 320-8200
7055 North Maple Avenue, Suite 108, Fresno, California, 93720
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 3:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
The Planning Center is a Fee Only Planning Firm with our Certified Financial Planners serving the greater Fresno area. The Planning Centers office in Fresno is located near the Riverpark area in Northeast Fresno. The firms local roots trace back to 1984 as a team of advisors known as Financial Planners Resource Group, Inc. Through a series of partners and business models, the core members of Beechwood Wealth Advisors was born as a Registered Investment Advisor and Fee-Only Financial Planning firm in 1999. Beechwood merged with The Planning Center in 2014.
| Services | Benefits Review,Business Planning,Client Services,Corporate Tax Returns,Debt Management,Education Funding Plans,Financial Advisor,Financial Insights,Financial Planning And Investment Management,Financial Strategy,Financial Advisors,Insurance Strategies,Investment Advisor,Investment Planner,Personal Finance,Personal Plan,Personalized Guidance,Portfolio Design,Portfolio Management Services,Property & Casualty Coverage,Retirees Plan,Retirement Income Plan,Retirement Income Strategy,Retirement Programs,Strategic Tax Planning,Tax Management,Tax Planning And Preparation,Tax Strategies,Trust Tax Returns,Asset Management,Cash Flow Management,Income Management,Investment management,Insurance review,Insurance and benefits review,Family and charitable giving,Charitable giving,Retirement planning,Education savings consulting,Estate planning,Financial planning,Insurance purchase consulting,Investment advising,Retirement savings consulting,Tax planning,Wealth management |