Investy Financial Services
919 Story Road, San Jose, CA 95122
Location & Phone number
919 Story Rd #1200, San Jose, CA 95122, United States
About the Business
Investy Financial Services is a leading finance institution located at 919 Story Road in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, Investy Financial Services has got you covered. Visit us today to start planning for a brighter financial future.
Photos
Hours open
Monday:
10:00 AM - 6:00 PM
Tuesday:
10:00 AM - 6:00 PM
Wednesday:
10:00 AM - 6:00 PM
Thursday:
10:00 AM - 6:00 PM
Friday:
10:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Had a great experience with Ngoc Rachel, she was very thorough explaining my tax return and I didn't feel rushed. She is quick to respond to emails as well which I appreciate. I would recommend her to others without question."
"I have been going to Investy for over 3 years now and wish I would have known about them sooner. Rachel is very knowledgeable, professional and a joy to work with. I highly recommend using her services for any tax and financial services you may need."
"Ngoc Rachel is one of the friendliest and best tax service I know. Very efficient with her response, she's always super helpful and willing to help you step by step. Been going there for about 3 plus years and every year it gets better. She’s very experienced at what she does and makes the whole process stress free. Would definitely recommend to anyone who needs to file their taxes and other financial inquiries!"
"I strongly recommend Ngoc Rachel to my friends. Ngoc Rachel had answered all of my questions clearly regarding my 401K and Income Tax Return. She asked a reasonable price for my income tax return. She is nice, friendly, and knowledgeable."
"I used to had declaring tax services almost at the same place for many years, and every time i went there, the service fee was increased. It's ridiculous. This year I wanted to change to another one and I picked Investy Financial Service with my friend's recommendation. I met Rachel Ngoc Nguyen. She was very nice, friendly and knowledgeable. Any questions I asked, she explained very enormously. She is fast and professional. She is not only master about tax but also another fields such as finance, insurance, health care... After 2 weeks, I needed to submit more tax information (because I forgot, sorry for that) and I came back there again. Rachel was very happy to help me without any extra fee. Wow I was pleased! I got a huge tax refund with her services :)) And I let you know that she only charged me half the price for the first time compared to the last year with the previous agent. Very reasonable and I highly recommend her to you guys!!!"
People Also Viewed
-
Viet Linh Immigration & Tax Services in San Jose621 Tully Rd #221, San Jose, CA 95111, United States
-
Worldwide Services, LLC15437 Stratford Dr Suite # 1, San Jose, CA 95124, United States
-
IFS6855 Vía del Oro, San Jose, CA 95119, United States
-
Whitaker Financial Services1276 Lincoln Ave UNIT 202, San Jose, CA 95125, United States
-
Loan Factory - We Dare You to Compare2195 Tully Rd, San Jose, CA 95122, United States
-
Maya Tax Services and Notary Public1211 Park Ave #100, San Jose, CA 95126, United States
-
Mina's Tax & Notary Services385 Senter Rd, San Jose, CA 95111, United States
-
Monika's Taxes & Mobile Notary ServicesSurrounding Areas, San Jose, CA 95111, United States
-
123 We Fix Credit1900 Camden Ave #101c, San Jose, CA 95124, United States
-
TIAA Bank Home Lending333 W San Carlos St #1625, San Jose, CA 95110, United States
-
Bank of America Financial Center5710 Cottle Rd, San Jose, CA 95123, United States
-
Mobile Tax and Notary3136 Story Rd # A, San Jose, CA 95127, United States
-
ACTAX311 N Capitol Ave G, San Jose, CA 95133, United States
-
Ascend Finance Corp.90 Great Oaks Blvd Ste 205, San Jose, CA 95119, United States
-
Financial Rescue LLC99 S Almaden Blvd #600, San Jose, CA 95113, United States
-
AAD Services2680 S White Rd Suite 160, San Jose, CA 95148, United States
-
C & S Income Tax and Bookkeeping2680 S White Rd Ste 154, San Jose, CA 95148, United States
-
Servicio De Tax/ La Solucion249 Willow St, San Jose, CA 95110, United States
-
Ernst & Young303 S Almaden Blvd, San Jose, CA 95110, United States
-
Kim & Rosado LLP111 N Market St suite 300, San Jose, CA 95113, United States
-
New York Life Insurance Company - Alvin Barnett1731 Technology Dr Suite 400, San Jose, CA 95110, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Tax Preparation Services
- Audit & Consulting
- Asset Allocation
- Budgeting
- Estate Administration
- Estate Consolidation
- Estate Planning
- Finance Institution
- Financial Advisor
- Financial Analysis
- Financial Goals
- Financial Literacy
- Financial Planning
- Individualized Wealth Management
- Inheritance Management
- Inheritance Planning
- Investment Advice
- Investment Products
- Investment Strategy
- Investments
- Investor Education
- Legacy Planning
- Market Research
- Money Management
- Philanthropy Management
- Portfolio Management
- Portfolio Optimization
- Retirement Planning
- Retirement Savings
- Risk Management
- Tax Efficiency
- Tax Planning
- Trust Services
- Wealth Creation
- Wealth Management
- Wealth Preservation
- Wealth Protection
- Wealth Transfer
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos