Investy Financial Services
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-
Address
Financial planner · · 919 Story Rd #1200
San Jose, CA 95122 -
Phone
(408) 855-8888 -
Website
investyfs.com
Location
About Investy Financial Services
Investy Financial Services is a financial planner in San Jose, CA. The firm provides a variety of products and services to help clients reach their goals, including 401k, IRA, SEP IRA investment, Medicare, insurance, and tax services. Their offerings include tax preparation for individuals and businesses, Medicare enrollment assistance, and information regarding 401k and IRA rollover options. The business holds a 5.00 rating.
Operating since 1993, the firm functions as a single location for diverse financial needs. The team is led by Founder and CEO Ngoc Rachel Nguyen, alongside Financial Service Advisor Dzung Nguyen and Tax Preparer Timothy Barrett. Their approach is centered on a philosophy of excellent customer service and a commitment to servicing clients with a smile. In addition to tax planning and preparation, the firm provides information on Medicare Supplement, Medicare Advantage, and Part D, as well as savings accounts featuring fixed interest.
Investy Financial Services provides comprehensive financial planning and tax expertise to the San Jose community.
Services:
- 401K & Retirement Plan Management
- IRA Investment
- Medicare Assistance
- Real Estate Investment
- Tax Services
Score Summary
BizScoreAI scanned the website investyfs.com on June 4, 2026. Investy Financial Services has a BizScore of 44 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility18 out of 100
- SEO69 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 4 of 30 points, AI Trust Signals 4 of 20 points.
Website audit sub-scores (out of 100): On-Page 65, Technical 90, Performance 87, Content 33.
Strengths: 3 checks passed. AI Crawler Access, AI Content Blocking, About/Team Page.
Areas to improve: 10 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Content Too Thin (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Weak Heading Structure (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in San Jose, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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