Investy Financial Services
Business details
- Category
- Financial Services · Financial planner
- Address
- 919 Story Rd #1200, San Jose, CA 95122
- Phone
- (408) 855-8888
- Website
- investyfs.com
- County
- Santa Clara County
Hours
- Monday: 10 AM–6 PM
- Tuesday: 10 AM–6 PM
- Wednesday: 10 AM–6 PM
- Thursday: 10 AM–6 PM
- Friday: 10 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
Expert tax preparation, thoughtful retirement planning, and clear financial guidance: that's what we offer at Investy Financial Services. We're a financial services firm in San Jose, serving families and individuals across Santa Clara County and the wider South Bay.
Our work includes tax preparation and 401(k) guidance, and we take a big-picture view of your finances so every piece fits together. Clients often tell us how thorough we are in explaining their returns, and we never want anyone to feel rushed.
We're known for being attentive, quick to respond, and willing to walk you through each step, even when the work is handled remotely. Many of our clients have been with us for years, and we'd be glad to help you with your taxes and other financial questions.
Book through our website.
Our work includes tax preparation and 401(k) guidance, and we take a big-picture view of your finances so every piece fits together. Clients often tell us how thorough we are in explaining their returns, and we never want anyone to feel rushed.
We're known for being attentive, quick to respond, and willing to walk you through each step, even when the work is handled remotely. Many of our clients have been with us for years, and we'd be glad to help you with your taxes and other financial questions.
Book through our website.