Expert Financial Solutions at Your Fingertips
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.
919 Story Rd #1200, San Jose, CA 95122, USA
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Comprehensive tax return filing with expert guidance, including remote services for convenience.
Personalized advice on investments, 401K, and long-term financial strategies.
Expert insights on health care and other insurance options to protect your assets.
Efficient online support for tax and financial inquiries, ensuring accessibility from anywhere.
Strategies to maximize your tax refunds through thorough analysis and deductions.
Overall rating
Valerie Starr
Very knowledgeable and professional staff. The entire process can be completed electronically, so there’s no need to visit the office in person. It saved me a lot of time and made filing my taxes very convenient. I highly recommend this place to anyone looking for a stress free and reliable tax service.
Huy Le
Nelson Reyes
Nam Nguyen
Rachel has been helping our family tax, 401k services for over 10 years now. 5 stars
Spidey Nguyen
Rachel is very knowledgable in the whole financial services that she provides including the tax preparations. She is also very attentive to your needs. I have been working with many tax accountants in the past but I believe I have found the right accountant, Rachel, who understands the big picture
Lynn Nguyen
