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Investy Financial Services

Expert Financial Solutions at Your Fingertips

5(23 reviews)
financial-advising
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About

Investy Financial Services, located in San Jose, CA, offers exceptional financial consulting and tax preparation services tailored to meet the unique needs of clients. With a perfect 5/5 rating based on numerous positive reviews, the team's expertise in tax matters, finance, and insurance stands out. Customers appreciate the thorough and patient explanations provided by Ngoc Rachel and her team, who ensure that complicated financial situations are handled with ease and professionalism, all from the comfort of their own homes. Investy Financial Services is dedicated to making financial management stress-free and effective.

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Location

919 Story Rd #1200, San Jose, CA 95122, USA

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Services

Tax Preparation

Comprehensive tax return filing with expert guidance, including remote services for convenience.

Financial Planning

Personalized advice on investments, 401K, and long-term financial strategies.

Insurance Consultation

Expert insights on health care and other insurance options to protect your assets.

Remote Financial Services

Efficient online support for tax and financial inquiries, ensuring accessibility from anywhere.

Tax Refund Optimization

Strategies to maximize your tax refunds through thorough analysis and deductions.

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