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.
Medicare
Assist you with health insurance program and Medicare Enrollment. Call Ngoc Rachel for more information 408-855-8888.
Tax Services
Tax Preparation Services for individuals, businesses and tax planning. Get the maximum tax return with Ngoc Rachel.
Since 1993
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.