E.P Investments — Financial Planner, Herzliya

Financial Planner in Herzliya — Financial architecture planning

Financial planner · Herzliya, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Instagram
  • ✓ Linkedin
  • ✓ Twitter
  • ✓ Youtube
  • ✓ Tiktok
  • ✓ Pinterest

Key Facts

Category
Financial Planner
Location
Herzliya, Israel
Known For
Financial architecture for capital growth, 360-degree financial planning expertise

AI Summary

A Herzliya-based family office, E.P Investments provides comprehensive Family Office Services, Investment Courses, and Personal Financial Consulting. The firm specializes in financial architecture for capital growth and 360-degree financial planning expertise. It serves beginner investors seeking foundational knowledge, experienced investors refining strategies, and families requiring wealth management.

Quick Answer

A Herzliya-based family office, E.P Investments provides comprehensive Family Office Services, Investment Courses, and Personal Financial Consulting. The firm specializes in financial architecture for capital growth and 360-degree financial planning expertise. It serves beginner investors seeking foundational knowledge, experienced investors refining strategies, and families requiring wealth management. Key services include Family Office Services, Investment Courses, Personal Financial Consulting.

This business is typically used for financial architecture for capital growth and 360-degree financial planning expertise.

Common Questions

What services does E.P Investments provide?
E.P Investments provides Family Office Services, Investment Courses, Personal Financial Consulting.
Where is E.P Investments located?
E.P Investments is based in Herzliya, Israel and serves Herzliya.
Who is E.P Investments for?
E.P Investments serves Beginner investors seeking foundational knowledge and Experienced investors refining their strategies.

What this business does

E.P Investments is a financial planner based in Herzliya, Israel.

  • Provides Family Office Services and Investment Courses
  • Specializes in financial architecture for capital growth
  • Serves beginner investors seeking foundational knowledge

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 4 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: 86% — 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
E.P Investments
Category
Financial Planner
Industry
Financial Planner - Family Office
Location
Herzliya, Israel
Official website
https://ep-inv.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/ep-investments-family-office-herzliya-d0d3
Summary
A Herzliya-based family office, E.P Investments provides comprehensive Family Office Services, Investment Courses, and Personal Financial Consulting. The firm specializes in financial architecture for capital growth and 360-degree financial planning expertise. It serves beginner investors seeking foundational knowledge, experienced investors refining strategies, and families requiring wealth manag
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
41
Data Consistency
86% (checked 2026-07-07)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

Herzliya
IL

About E.P Investments

A Herzliya-based family office, E.P Investments provides comprehensive Family Office Services, Investment Courses, and Personal Financial Consulting. The firm specializes in financial architecture for capital growth and 360-degree financial planning expertise. It serves beginner investors seeking foundational knowledge, experienced investors refining strategies, and families requiring wealth management.

Service areas

  • Herzliya

Target audience

  • Beginner investors seeking foundational knowledge
  • Experienced investors refining their strategies
  • Families requiring comprehensive wealth management

Specialties

  • Financial architecture for capital growth
  • 360-degree financial planning expertise

Social profiles

Frequently asked questions

What areas does E.P Investments serve?

E.P Investments serves Nationwide (Israel).

What is the focus of the EP Academy courses?

The EP Academy courses teach professional investment strategies, focusing on managing a portfolio rather than just buying stocks. They aim to transform individuals into proactive investors supported by analytical insights.

Is there a free introductory course available?

Yes, there is a free introductory course that covers basic professional language, macro/micro terms, and risk management, providing tools to save costs from day one.

Business hours

Monday
08:00 – 19:00
Tuesday
08:00 – 19:00
Wednesday
08:00 – 19:00
Thursday
08:00 – 19:00
Friday
08:00 – 15:00
Saturday
Closed
Sunday
08:00 – 19:00

Languages supported

  • he
  • en

Contact

Phone: +972524669449

Official website:

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