Investy Financial Services
Business Summary
| Address | 919 Story Road Suite 1200, San Jose, CA 95122 |
|---|---|
| Phone | 408-855-8888 |
| Website | http://investyfs.com/ |
About Investy Financial Services
Investy Financial Services is an independent financial consulting firm that provides a wide range of personalized financial products and solutions for individuals, businesses and families from different financial backgrounds and needs.
As a tax preparation service provider and an insurance agent, Investy Financial services offer solutions such as wealth management, asset forecasting and financial analysis which features 401K, SEP IRA and fixed interest characteristics. They also offer Medicare supplement and advantage, tax preparation and tax planning.
Investy Financial Services provides expert financial guidance and products that help them elevate their financial status, and lead them to successful financial outcomes.