מטרות פיננסיות — Financial Advisor, Holon

Financial advisor · Holon, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

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

Key Facts

Category
Financial Advisor
Location
Holon, Israel
Known For
Objective financial advice across all institutions
Founded
2026

AI Summary

Holon-based Matarot Finansiot offers specialized financial advisory services, focusing on Retirement Planning and Investment Management. The firm provides objective financial advice across various institutions, catering to retirees optimizing pensions and investors seeking capital growth. A key offering is the Ultimate Investor Program, designed to support clients in achieving their financial objectives.

Quick Answer

Holon-based Matarot Finansiot offers specialized financial advisory services, focusing on Retirement Planning and Investment Management. The firm provides objective financial advice across various institutions, catering to retirees optimizing pensions and investors seeking capital growth. A key offering is the Ultimate Investor Program, designed to support clients in achieving their financial objectives. Key services include Retirement Planning, Investment Management, Ultimate Investor Program.

This business is typically used for objective financial advice across all institutions.

Common Questions

What services does מטרות פיננסיות provide?
מטרות פיננסיות provides Retirement Planning, Investment Management, Ultimate Investor Program.
Where is מטרות פיננסיות located?
מטרות פיננסיות is based in Holon, Israel and serves Holon.
Who is מטרות פיננסיות for?
מטרות פיננסיות serves Retirees optimizing pension and investments and Investors aiming for capital growth.

What this business does

מטרות פיננסיות is a financial advisor based in Holon, Israel.

  • Provides Retirement Planning and Investment Management
  • Specializes in objective financial advice across all institutions
  • Serves retirees optimizing pension and investments

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. 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: 92% — 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 record was compiled automatically from public data and has not been confirmed by anyone.

Business name
מטרות פיננסיות
Category
Financial Advisor
Industry
Financial Advisor - Investment Advisor
Location
Holon, Israel
Official website
https://matarot.net/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/matarot-holon-e31b
Summary
Holon-based Matarot Finansiot offers specialized financial advisory services, focusing on Retirement Planning and Investment Management. The firm provides objective financial advice across various institutions, catering to retirees optimizing pensions and investors seeking capital growth. A key offering is the Ultimate Investor Program, designed to support clients in achieving their financial obje
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
48
Data Consistency
92% (checked 2026-07-07)
Record status
Auto-indexed
Sources cross-checked
5 public sources

Location

Holon
IL

About מטרות פיננסיות

Holon-based Matarot Finansiot offers specialized financial advisory services, focusing on Retirement Planning and Investment Management. The firm provides objective financial advice across various institutions, catering to retirees optimizing pensions and investors seeking capital growth. A key offering is the Ultimate Investor Program, designed to support clients in achieving their financial objectives.

Customer Reviews

4.5 ★★★★½

Based on 90 Google reviews

Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.

Service areas

  • Holon

Target audience

  • Retirees optimizing pension and investments
  • Investors aiming for capital growth

Specialties

  • Objective financial advice across all institutions

Social profiles

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

  • he
  • en

Contact

Phone: +972747068400

Official website:

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