אופיר עקיבא — Financial Planner, Kefar Sava

Financial Planner in Kefar Sava — Maximizing tax benefits

Financial planner · Kefar Sava, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

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

Key Facts

Category
Financial Planner
Location
Kefar Sava, Israel (sources disagree)
Known For
Advanced financial management

AI Summary

A Kefar Sava financial planner, Ofir Akiva specializes in holistic financial planning and advanced financial management. The firm provides services such as pension and investment portfolio optimization, alongside intergenerational wealth transfer planning. These offerings cater to individuals planning for retirement, families managing wealth, and companies seeking pension arrangements.

Quick Answer

A Kefar Sava financial planner, Ofir Akiva specializes in holistic financial planning and advanced financial management. The firm provides services such as pension and investment portfolio optimization, alongside intergenerational wealth transfer planning. These offerings cater to individuals planning for retirement, families managing wealth, and companies seeking pension arrangements. Key services include Holistic Financial Planning, Pension and Investment Portfolio Optimization, Intergenerational Wealth Transfer Planning.

This business is typically used for advanced financial management.

Common Questions

What services does אופיר עקיבא provide?
אופיר עקיבא provides Holistic Financial Planning, Pension and Investment Portfolio Optimization, Intergenerational Wealth Transfer Planning.
Where is אופיר עקיבא located?
אופיר עקיבא is based in Kefar Sava, Israel and serves Kefar Sava.
Who is אופיר עקיבא for?
אופיר עקיבא serves Individuals planning for retirement and Families managing intergenerational wealth.

What this business does

אופיר עקיבא is a financial planner based in Kefar Sava, Israel.

  • Provides Holistic Financial Planning and Pension and Investment Portfolio Optimization
  • Specializes in advanced financial management
  • Serves individuals planning for retirement

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: 74% — 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
אופיר עקיבא
Category
Financial Planner
Industry
Financial Planner
Location
Kefar Sava, Israel (sources disagree)
Official website
https://akiva-finance.co.il/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/akivafinance-kefar-sava-0dd4
Summary
A Kefar Sava financial planner, Ofir Akiva specializes in holistic financial planning and advanced financial management. The firm provides services such as pension and investment portfolio optimization, alongside intergenerational wealth transfer planning. These offerings cater to individuals planning for retirement, families managing wealth, and companies seeking pension arrangements.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
46
Data Consistency
74% (checked 2026-06-29)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

Kefar Sava
IL

About אופיר עקיבא

A Kefar Sava financial planner, Ofir Akiva specializes in holistic financial planning and advanced financial management. The firm provides services such as pension and investment portfolio optimization, alongside intergenerational wealth transfer planning. These offerings cater to individuals planning for retirement, families managing wealth, and companies seeking pension arrangements.

Customer Reviews

5.0 ★★★★★

Based on 16 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

  • Kefar Sava

Target audience

  • Individuals planning for retirement
  • Families managing intergenerational wealth
  • Companies seeking pension arrangements

Specialties

  • Advanced financial management

Social profiles

Frequently asked questions

What types of insurance products are available?

The available insurance products include health insurance, life insurance, mortgage insurance, and car insurance.

What financial products can be purchased through Ofir Akiva?

You can purchase pension funds, provident funds, investment provident funds, financial savings policies, and managed investment portfolios.

Business hours

Monday
08:00 – 17:00
Tuesday
08:00 – 17:00
Wednesday
08:00 – 17:00
Thursday
08:00 – 17:00
Friday
Closed
Saturday
Closed
Sunday
08:00 – 17:00

Languages supported

  • he
  • en

Contact

Phone: +972747043010 (sources disagree)

Official website:

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