Investy Financial Services is a financial firm that operates independently with the goal of helping clients achieve their financial goals. The founder of the firm is Ngoc Rachel Nguyen, a professional and knowledgeable individual who is highly responsive and has an impeccable personality. The team at Investy Financial Services believes that with sound financial guidance from a skilled professional advisor, clients will gain confidence in their goals and make more informed decisions. Specializing in retirement planning and risk tolerance-based investment strategies, the firm offers a wide range of financial services for both individuals and business owners. They utilize state-of-the-art technology to improve the customer experience and provide clients with the best available information to support important life decisions.
3 Best Financial Services in San Jose, CA
Expert recommended Top 3 Financial Services in San Jose, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
INVESTY FINANCIAL SERVICES REVIEWS
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.
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 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.
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Castelli Financial & Insurance Services is situated on Winchester Boulevard in San Jose. Juliette has a strong focus on building relationships and aims to educate and empower members of her surrounding communities financially. Along with her team of experts, they offer guidance on creating a business tax strategy. Their mission is solely based on building relationships and helping individuals, families, and business owners in the surrounding communities. They work closely with the client’s team of professionals, create action items, and follow up to ensure the strategy is implemented effectively. Their ultimate goal is to develop lifetime partnerships with their clients to provide them with valuable financial solutions tailored to their specific needs. They provide peace of mind with personalized financial approaches and understand the unique needs of businesses during growth stages and how to develop strategies around inconsistent income.
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CASTELLI FINANCIAL & INSURANCE SERVICES REVIEWS
I trust Juliette completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs but with those of my family and clients as well.
My husband and I just started working with Juliette for our retirement and wealth management planning. Since Day 1 she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow.
Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you’re investing in. She is also very personable and really makes you feel like family. Juliette has gained our trust and has my wife and I on track to meet our financial goals. My wife and I look forward to working with Juliette for years to come.
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Roundleaf Inc. is a boutique financial services firm that has been operating since 2006. Their primary focus is on helping their clients succeed and achieve economic perfection. They encourage initiative, embrace innovation, and strive to create positive change in the industry. Their mission is to educate their clients in decision-making to help them achieve their most important financial goals. Roundleaf's professionals work closely with their clients to develop and empower financial stability, taking the time to understand their aims and, aspirations, requirements and creating an achievable plan with accountability for each goal. In addition, they offer personalized guidance and services that help customers maximize their savings and take control of their finances to get ahead.
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ROUNDLEAF REVIEWS
A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I was younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way.
Richard and his team are great! They have helped me tremendously with my credit repair journey. When I was younger I wasn’t very educated on credit and the importance of making payments on time. Now that I’m older, it has definitely affected me. I am still in the process of reaching my credit goal. I am looking into possibly buying a home with my boyfriend next year. Thanks to Roundleaf, I am now able to feel confident about my credit. I started with Roundleaf in September 2019 and fast forward to now my credit has gone up over 100 points. If you are trying to repair your credit, it’s absolutely possible! It takes time and dedication but it’s totally worth it.
After my first consult with Richard, I was confident that working with Roundleaf was the right decision. He was crystal clear on the process and I put my trust in his system and thankful I did. Today I paid off my last credit card! Connor negotiated with my creditors like a champ as he would inform me throughout the entire process with the status of negotiations and when a creditor agreed on the settlement, he would email and text me right away with the good news. I'm thrilled to now begin the credit repair portion with Richard and his team and I highly recommend their services.
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