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