Investy Financial Services

Your one stop shop for all financial needs.

Financial planner in San Jose, CA (show on map)

5.0

★★★★★

29 reviews

Financial services firm in San Jose, California offering 401K rollover, IRA, SEP IRA investment, Medicare assistance, insurance, and tax preparation services since 1993.

Call (408) 855-8888

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About

Investy Financial Services is a firm offering a variety of products and services to help clients reach their financial goals. Since 1993, the company has provided 401K and IRA investment services, SEP IRA investment, Medicare assistance (medical supplement, Medicare Advantage, Part D), insurance, and tax preparation services for individuals and businesses.

The firm emphasizes its one-stop-shop approach for all financial needs. Founder and CEO is Ngoc Rachel Nguyen, supported by Financial Service Advisor Dzung Nguyen and Tax Preparer Timothy Barrett.

33+ years in business since 1993

One-stop shop for all financial needs

Family team with Founder & CEO, Financial Service Advisor, and Tax Preparer

Located in San Jose, California

Offers real estate investment through self-directed IRA

Services

401K & IRA Investment

rollover and investment services, including helping clients understand options for rolling over 401K plans and the benefits of different types of IRAs.

401K rollover IRA accounts SEP IRA investment Benefit education

Medicare Services

Assist clients with health insurance programs and Medicare enrollment, including Medical Supplement, Medicare Advantage, and Part D coverage.

Medical Supplement Medicare Advantage Part D Medicare enrollment assistance

Tax Preparation

Tax preparation services for individuals, businesses, and tax planning to help clients maximize their tax refunds.

Individual tax returns Business tax returns Tax planning

Insurance

Insurance products and services as part of the comprehensive financial planning approach.

Insurance products

401K/IRA to Real Estate Investment

Guidance on investing 401K and IRA funds into real estate through self-directed IRA accounts.

Self-directed IRA Real estate investment Rollover guidance

Reviews

Rating

★★★★★

Reviews

"It saved me a lot of time and made filing my taxes very convenient."

Frequently Asked Questions

What services does Investy Financial Services offer? +

Investy Financial Services offers 401K rollover, IRA and SEP IRA investment, Medicare assistance (Medical Supplement, Medicare Advantage, Part D), insurance, and tax preparation for individuals and businesses.

How do I rollover my old 401(k) to invest in real estate? +

Most 401(k) plans can be rolled over by moving the current funds to a self-directed IRA. Once the self-directed account is fully funded, clients are ready to make real estate purchases. It is important to move funds to the IRA provider as soon as possible in case an earnest money deposit is needed on a property.

What are the different types of retirement plans available? +

Types of retirement plans include Individual Retirement Arrangements (IRAs), Roth IRAs, 401(k) Plans, 403(b) Plans, SIMPLE IRA Plans, and SEP Plans (Simplified Employee Pension).

When is Medicare Open Enrollment for 2018 coverage? +

For 2018 Medicare coverage, open enrollment was in the fall of 2017, from October 15 to December 7. During this time, clients could switch from Original Medicare to Medicare Advantage or vice versa, switch between Medicare Advantage plans, or enroll in or switch Part D prescription drug plans.

How long has Investy Financial Services been in business? +

Since 1993 — over 30 years of serving the San Jose community.

How can I contact Investy Financial Services? +

Contact Ngoc Rachel at 408-855-8888 or visit the office at 919 Story Road Suite 1200, San Jose, CA 95122.