401K & Retirement Plan

Know your options on when and how to rollover your 401(k). Learn the benefits of different type of IRA and how to open them.

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Medicare

Assist you with health insurance program and Medicare Enrollment. Call Ngoc Rachel for more information 408-855-8888.

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Tax Services

Tax Preparation Services for individuals, businesses and tax planning.  Get the maximum tax return with Ngoc Rachel.

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Invest 401K & IRA into Real Estate

Investy Financial Services is a firm that offers a variety of products and services - 401k, IRA, SEPT IRA Investment, Medicare, Insurance and Tax - to help you reach your goals.

For all financial service needs please contact Ngoc Rachel at 408.855.8888

"Your one stop shop for all financial needs."

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For all financial service needs please contact Ngoc Rachel at 408.855.8888.