401K, SEP IRA. SAVING ACCOUNTS

Bonus 20%
Fixed Interest up to 8%

MEDICARE

Medical Supplement
Medicare Advantage
Part D

TAX

Tax Preparation Services for individuals, businesses and tax planning

Our Financial Services

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

Service with a Smile

Your one stop shop for all financial services

Next Steps...

For all financial question please call us at 408-855-8888.