דור עתי מתכנן פיננסי — Financial Advisor, Petah Tikva

Financial Advisor in Petah Tikva — Over 25 years in capital markets

Financial advisor · Petah Tikva, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

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

Key Facts

Category
Financial Advisor
Location
Petah Tikva, Israel
Known For
Personalized financial strategy development, Optimizing pension and investment portfolios, Intergenerational wealth transfer planning

AI Summary

A financial advisor in Petah Tikva, Dor Ati Financial Planner specializes in personalized financial strategy development and optimizing pension and investment portfolios. The firm offers comprehensive financial planning, pension savings management, and retirement guidance. Services are available for private clients, businesses, and individuals preparing for retirement, including intergenerational wealth transfer planning.

Quick Answer

A financial advisor in Petah Tikva, Dor Ati Financial Planner specializes in personalized financial strategy development and optimizing pension and investment portfolios. The firm offers comprehensive financial planning, pension savings management, and retirement guidance. Services are available for private clients, businesses, and individuals preparing for retirement, including intergenerational wealth transfer planning. Key services include Financial Planning, Pension Savings Management, Retirement Guidance.

This business is typically used for personalized financial strategy development and optimizing pension and investment portfolios.

Common Questions

What services does דור עתי מתכנן פיננסי provide?
דור עתי מתכנן פיננסי provides Financial Planning, Pension Savings Management, Retirement Guidance.
Where is דור עתי מתכנן פיננסי located?
דור עתי מתכנן פיננסי is based in Petah Tikva, Israel and serves Petah Tikva.
Who is דור עתי מתכנן פיננסי for?
דור עתי מתכנן פיננסי serves Private clients seeking financial guidance and Business clients needing investment management.

What this business does

דור עתי מתכנן פיננסי is a financial advisor based in Petah Tikva, Israel.

  • Provides Financial Planning and Pension Savings Management
  • Specializes in personalized financial strategy development
  • Serves private clients seeking financial guidance

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: 89% — 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
דור עתי מתכנן פיננסי
Category
Financial Advisor
Industry
Financial Advisor
Location
Petah Tikva, Israel
Official website
https://www.itaid.co.il/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/itaid-petah-tikva-2d0e
Summary
A financial advisor in Petah Tikva, Dor Ati Financial Planner specializes in personalized financial strategy development and optimizing pension and investment portfolios. The firm offers comprehensive financial planning, pension savings management, and retirement guidance. Services are available for private clients, businesses, and individuals preparing for retirement, including intergenerational
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
43
Data Consistency
89% (checked 2026-07-03)
Record status
Auto-indexed
Sources cross-checked
5 public sources

Location

Imber St 23, Petah Tikva
Petah Tikva
IL

About דור עתי מתכנן פיננסי

A financial advisor in Petah Tikva, Dor Ati Financial Planner specializes in personalized financial strategy development and optimizing pension and investment portfolios. The firm offers comprehensive financial planning, pension savings management, and retirement guidance. Services are available for private clients, businesses, and individuals preparing for retirement, including intergenerational wealth transfer planning.

Customer Reviews

3.9 ★★★½☆ (sources disagree)

Based on 26 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

  • Petah Tikva

Target audience

  • Private clients seeking financial guidance
  • Business clients needing investment management
  • Individuals planning for retirement

Specialties

  • Personalized financial strategy development
  • Optimizing pension and investment portfolios
  • Intergenerational wealth transfer planning

Social profiles

Frequently asked questions

What is Dor Ati Financial Planner's experience in the capital market?

Dor Ati has over 25 years of experience in the capital market, including roles as an investment advisor and investment manager.

What qualifications does Dor Ati hold?

Dor Ati holds a B.A. in Economics with a specialization in Finance and Information Systems, along with licenses for pension insurance agent, investment advisor (conditional), and investment manager (conditional).

Business hours

Monday
07:00 – 21:00
Tuesday
07:00 – 21:00
Wednesday
07:00 – 21:00
Thursday
07:00 – 21:00
Friday
07:00 – 15:00
Saturday
Closed
Sunday
07:00 – 21:00

Languages supported

  • he
  • en

Contact

Phone: +972502059995

Official website:

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