About Company

Investy Financial Services is a financial services firm that provides 401(k), IRA and SEP IRA investment options, Medicare enrollment assistance, insurance products, and tax preparation services, positioning the company as "your one stop shop for all financial needs." The company was founded by Ngoc Rachel Nguyen and focuses on personalized retirement planning, tax preparation, and Medicare support from its San Jose office; more information is available on the company website: Investy Financial Services.

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