Investy Financial Services
Investy Financial Services is an independent financial firm committed to assisting clients in pursuing their financial goals. Investy Financial Services is one of the Three Best RatedĀ® Financial Services in San Jose, CA.
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Reviews
I recently had the pleasure of working with Rachel and Tran for my tax return, and I couldn't be happier with the experience, especially since it was all done remotely. Despite the distance, their professionalism and eagerness to assist shone through from the very first call. Rachel and Tran are an exceptional team; their combined expertise and seamless collaboration made the entire tax preparation process feel effortless and smooth, even from many cities away.
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 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
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Location / Contact:
- 919 Story Road, Suite 1200, San Jose, CA 95122
- Phone : (408) 855-8888
- EMail : ngo***@g***.com
- Website : investyfs.com
Working Hours:
Mon-Fri: 10am - 6pm
Sat & Sun: Closed>Sun: Closed
TBRĀ® Inspection Report:
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