PLAN יותם שמאי — Financial Planner, Holon
Financial Planner in Holon — Personalized financial strategy development
Financial planner · Holon, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 3 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Holon, Israel
- Known For
- Personalized financial strategy development, Customized financial solutions
AI Summary
A financial planner in Holon, Israel, Plan specializes in developing personalized financial strategies. The firm offers comprehensive pension planning and support, investment planning and support, and retirement planning. Plan focuses on delivering customized financial solutions for retirees and investors seeking tailored strategies.
Quick Answer
A financial planner in Holon, Israel, Plan specializes in developing personalized financial strategies. The firm offers comprehensive pension planning and support, investment planning and support, and retirement planning. Plan focuses on delivering customized financial solutions for retirees and investors seeking tailored strategies. Key services include Pension Planning and Support, Investment Planning and Support, Retirement Planning.
This business is typically used for personalized financial strategy development and customized financial solutions.
Common Questions
- What services does PLAN יותם שמאי provide?
- PLAN יותם שמאי provides Pension Planning and Support, Investment Planning and Support, Retirement Planning.
- Where is PLAN יותם שמאי located?
- PLAN יותם שמאי is based in Holon, Israel and serves Holon.
- Who is PLAN יותם שמאי for?
- PLAN יותם שמאי serves Retirees planning their financial future and Investors looking for tailored strategies.
What this business does
PLAN יותם שמאי is a financial planner based in Holon, Israel.
- Provides Pension Planning and Support and Investment Planning and Support
- Specializes in personalized financial strategy development
- Serves retirees planning their financial future
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 6 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: 87% — 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
- PLAN יותם שמאי
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Holon, Israel
- Official website
- https://plan-fin.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/plan-holon-9a7c
- Summary
- A financial planner in Holon, Israel, Plan specializes in developing personalized financial strategies. The firm offers comprehensive pension planning and support, investment planning and support, and retirement planning. Plan focuses on delivering customized financial solutions for retirees and investors seeking tailored strategies.
- AI readability score
- 41
- Data Consistency
- 87% (checked 2026-07-07)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 6 independent public sources
Location
HolonIL
About PLAN יותם שמאי
A financial planner in Holon, Israel, Plan specializes in developing personalized financial strategies. The firm offers comprehensive pension planning and support, investment planning and support, and retirement planning. Plan focuses on delivering customized financial solutions for retirees and investors seeking tailored strategies.
Customer Reviews
4.2 ★★★★☆
Based on 35 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 103 days ago
Service areas
- Holon
Target audience
- Retirees planning their financial future
- Investors looking for tailored strategies
Specialties
- Personalized financial strategy development
- Customized financial solutions
Social profiles
Verification
Frequently asked questions
What is the process for financial planning?
The process involves building a partnership, assessing your current financial situation, defining your goals, formulating a strategy, and continuous monitoring and control.
What types of investment products do you advise on?
We advise on managed portfolios, alternative investments, Correction 190, savings policies, IRA, investment provident funds, and hedge funds.
What types of pension products do you advise on?
We advise on pension funds, advanced training funds, provident funds, executive insurance, severance pay, and veteran funds.
Business hours
- Monday
- 09:00 – 18:00
- Tuesday
- 09:00 – 18:00
- Wednesday
- 09:00 – 18:00
- Thursday
- 09:00 – 18:00
- Friday
- 09:00 – 13:00
- Saturday
- Closed
- Sunday
- 09:00 – 18:00
Languages supported
- he
- en
Contact
Phone: +972547597102
Official website: https://plan-fin.co.il/