Financial Advisors
San Jose, CA
Investy Financial Services, operating since 1993, is a comprehensive financial services firm led by Ngoc Rachel. They specialize in tax preparation and planning for individuals and businesses, 401(k) and IRA rollovers and investments (including self-directed real estate investing), Medicare enrollment assistance, and insurance services. Their integrated approach helps clients optimize retirement planning, maximize tax returns, and navigate healthcare options all in one place.
Ideal for: Self-employed professionals, business owners seeking tax optimization, individuals planning retirement with alternative investments, Medicare-eligible retirees
Service area: San Jose and surrounding Silicon Valley area
Real Estate IRA Investments: Specializes in self-directed 401(k) and IRA investments into real estate, allowing clients to diversify retirement savings beyond traditional stocks and bonds.
Integrated Financial Planning: Offers comprehensive services under one roof including tax preparation, retirement planning, Medicare enrollment, and insurance, reducing the need for multiple service providers.
Established Track Record: Operating since 1993 with personalized service from Ngoc Rachel, providing continuity and experience in financial planning.
Address: 919 Story Rd #1200, San Jose, CA 95122
Phone: (408) 855-8888
Website: investyfs.com
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