מטרות פיננסיות — College, Holon

College in Holon — Integrated financial strategy

· Holon, Israel

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
2 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Instagram
  • ✓ Youtube
  • ✓ Tiktok
  • ✓ Whatsapp

Key Facts

Category
College
Location
Holon, Israel
Known For
Integrated pension and investment advice, Expertise in pension taxation and rights

AI Summary

Holon-based ‍Matarot ‍Finansiot ‍offers ​wealth ‍management ‍services, ​focusing ​on ‍Retirement ‍Planning, ​Investment ​Management, ‍and ​Financial ​Capital ‍Preservation. ​The ‍firm ​specializes ​in ​integrated ‍pension ‍and ‍investment ‍advice, ​alongside ​expertise ​in ​pension ​taxation ​and ‍rights. ‍It ​serves ​individuals ​aged ‍55-70 ‍planning ​retirement, ​investors ‍seeking ​integrated ‍financial ‍advice, ​and ‍families ‍aiming ‍to ‍grow ‍and ‍preserve ​wealth.

Quick Answer

Holon-based ‍Matarot ‍Finansiot ‍offers ​wealth ‍management ‍services, ​focusing ​on ‍Retirement ‍Planning, ​Investment ​Management, ‍and ​Financial ​Capital ‍Preservation. ​The ‍firm ​specializes ​in ​integrated ‍pension ‍and ‍investment ‍advice, ​alongside ​expertise ​in ​pension ​taxation ​and ‍rights. ‍It ​serves ​individuals ​aged ‍55-70 ‍planning ​retirement, ​investors ‍seeking ​integrated ‍financial ‍advice, ​and ‍families ‍aiming ‍to ‍grow ‍and ‍preserve ​wealth. Key services include Retirement Planning, Investment Management, Financial Capital Preservation.

This business is typically used for integrated pension and investment advice and expertise in pension taxation and rights.

Common Questions

What services does מטרות פיננסיות provide?
מטרות פיננסיות provides Retirement Planning, Investment Management, Financial Capital Preservation.
Where is מטרות פיננסיות located?
מטרות פיננסיות is based in Holon, Israel and serves Holon.
Who is מטרות פיננסיות for?
מטרות פיננסיות serves Individuals aged 55-70 planning retirement and Investors seeking integrated financial advice.

What this business does

מטרות פיננסיות is a college based in Holon, Israel.

  • Provides Retirement Planning and Investment Management
  • Specializes in integrated pension and investment advice
  • Serves individuals aged 55-70 planning retirement

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 5 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 90% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
מטרות פיננסיות
Category
College
Industry
College - Wealth Management
Location
Holon, Israel
Official website
https://www.bigshot-trade.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/bigshot-trade-holon-1cb4
Summary
Holon-based ‍Matarot ‍Finansiot ‍offers ​wealth ‍management ‍services, ​focusing ​on ‍Retirement ‍Planning, ​Investment ​Management, ‍and ​Financial ​Capital ‍Preservation. ​The ‍firm ​specializes ​in ​integrated ‍pension ‍and ‍investment ‍advice, ​alongside ​expertise ​in ​pension ​taxation ​and ‍rights. ‍It ​serves ​individuals ​aged ‍55-70 ‍planning ​retirement, ​investors ‍seeking ​integrated
AI readability score
48
Data Consistency
90% (checked 2026-07-02)
Verification Status
Auto-indexed
Sources cross-checked
5 independent public sources

Location

משרדי ביג-שוט, Harokmim St 26, בניין C, קומה 4, Holon, 5885849
Holon
5885849
IL

About מטרות פיננסיות

Holon-based ‍Matarot ‍Finansiot ‍offers ​wealth ‍management ‍services, ​focusing ​on ‍Retirement ‍Planning, ​Investment ​Management, ‍and ​Financial ​Capital ‍Preservation. ​The ‍firm ​specializes ​in ​integrated ‍pension ‍and ‍investment ‍advice, ​alongside ​expertise ​in ​pension ​taxation ​and ‍rights. ‍It ​serves ​individuals ​aged ‍55-70 ‍planning ​retirement, ​investors ‍seeking ​integrated ‍financial ‍advice, ​and ‍families ‍aiming ‍to ‍grow ‍and ‍preserve ​wealth.

Customer Reviews

4.5 ★★★★½

Based on 275 Google reviews

Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.

Verified 77 days ago

Service areas

  • Holon

Target audience

  • Individuals aged 55-70 planning retirement
  • Investors seeking integrated financial advice
  • Families aiming to grow and preserve wealth

Specialties

  • Integrated pension and investment advice
  • Expertise in pension taxation and rights

Social profiles

Verification

https://www.bigshot-trade.com/

Frequently asked questions

כמה עולה לעבוד איתכם?

שיחת ההיכרות - ללא עלות. לא "בחינם" - ללא עלות, כי המטרה היא להבין אם אנחנו יכולים לעזור לכם. אם כן - המחירים שקופים לחלוטין. לקוח ממוצע מחזיר את ההשקעה פי 20 עד 50.

אתם מקבלים עמלות מחברות הביטוח?

כן. ‍כמו ‍כל ‍סוכנות ​פיננסית ‍מורשית ‍בישראל. ​אבל ​זה ‍לא ‍הסיפור ​- ​זה ‍הבסיס. ​הסיפור ​האמיתי ‍הוא ​מה ‍אנחנו ​עושים ​עם ​זה: ‍אנחנו ‍עובדים ‍עם ‍כל ​הגופים ​בשוק, ​ולכן ​יכולים ​להציע ​לכם ‍את ‍המוצר ​שבאמת ​הכי ​מתאים ‍- ‍לא ​את ​זה ‍שמשלם ​לנו ‍הכי ‍טוב. ​אם ‍חברה ‍X ‍מציעה ‍מוצר ‍גרוע ‍ממה ​שחברה ‍Y ‍מציעה ​- ​אנחנו ‍אומרים ‍את ​זה. ​כולל ‍אם ​ל-X ​משלמים ‍לנו ​יותר.

אני כבר עם יועץ פנסיוני. למה אני צריך אתכם?

כי היועץ הפנסיוני שלכם לא מסתכל על ההשקעות שלכם. ולהפך. אנחנו הבית היחיד שמחבר את שני העולמות - ובפער הזה יש בממוצע חצי מיליון שקל.

אני בן 60. מאוחר מדי?

ההפך. זה בדיוק הגיל שבו טעויות עולות הכי יקר - וההזדמנויות לתקן אותן הן הגדולות ביותר. רוב הלקוחות שלנו פונים אלינו בגילאים 55-70.

Business hours

Monday
10:00 – 18:00
Tuesday
10:00 – 18:00
Wednesday
10:00 – 18:00
Thursday
10:00 – 18:00
Friday
Closed
Saturday
Closed
Sunday
10:00 – 18:00

Languages supported

  • en

Contact

Phone: +972747068400

Official website:

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