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Investy Financial ServicesFinancial advisor in San Jose, CA

Investy Financial Services is a financial advisor at 919 Story Rd #1200, San Jose, CA 95122, ranked #6 of 255 financial advisors in San Jose and rated 5.0 from 29 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 855-8888Website ↗

Key facts

Key facts about Investy Financial Services
Address919 Story Rd #1200, San Jose, CA 95122Get directions
Phone(408) 855-8888
Websiteinvestyfs.com
HoursMonday to Friday: 10 AM – 6 PM
Google rating5.0 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Jose and 11 towns within 25 miles: Communications Hill, Alum Rock, Santa Clara, Campbell, Milpitas, Cupertino, Los Gatos, Sunnyvale, Saratoga, Mountain View and Los Altos.

Based in San Jose, CAView on map

Opening hours

Opening hours for Investy Financial Services
DayHours
Monday10 AM – 6 PM
Tuesday10 AM – 6 PM
Wednesday10 AM – 6 PM
Thursday10 AM – 6 PM
Friday10 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Investy Financial Services

How is Investy Financial Services ranked in San Jose?

Investy Financial Services is ranked #6 of 255 financial advisors in San Jose by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Investy Financial Services’ hours?

Investy Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 10 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Investy Financial Services serve?

Serves San Jose and 11 towns within 25 miles: Communications Hill, Alum Rock, Santa Clara, Campbell, Milpitas, Cupertino, Los Gatos, Sunnyvale, Saratoga, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Investy Financial Services?

Investy Financial Services has a rating of 5.0 from 29 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Investy Financial Services?

Call Investy Financial Services on (408) 855-8888. The business is at 919 Story Rd #1200, San Jose, CA 95122. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Investy Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Investy Financial Services (this business)—685.0 (29)NoNo
Loan Factory - We Dare You to Compare#4705.0 (5,293)NoNo2.2 mi
Bhuiyan & Associates, CPA#5694.7 (86)NoNo6.2 mi
NIM Retirement Group#7674.8 (26)NoNo4.1 mi

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