רון סגרה — Financial Planner, Kefar Sava
Financial Planner in Kefar Sava — Retirement planning expertise
Financial planner · Kefar Sava, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 3 months ago
Corroborated public sources
- ✓ Official Website
- ✓ Youtube
Key Facts
- Category
- Financial Planner
- Location
- Kefar Sava, Israel
- Known For
- Personalized financial strategy development
AI Summary
Kefar Sava-based personal financial planning services from Ron Segre focus on strategic financial planning, wealth management, and retirement planning. The firm specializes in developing personalized financial strategies for high-income individuals, families, and professionals. These services aim to provide financial clarity and support smart financial growth for its clientele.
Quick Answer
Kefar Sava-based personal financial planning services from Ron Segre focus on strategic financial planning, wealth management, and retirement planning. The firm specializes in developing personalized financial strategies for high-income individuals, families, and professionals. These services aim to provide financial clarity and support smart financial growth for its clientele. Key services include Strategic Financial Planning, Wealth Management, Retirement Planning.
This business is typically used for personalized financial strategy development.
Common Questions
- What services does רון סגרה provide?
- רון סגרה provides Strategic Financial Planning, Wealth Management, Retirement Planning.
- Where is רון סגרה located?
- רון סגרה is based in Kefar Sava, Israel and serves Kefar Sava.
- Who is רון סגרה for?
- רון סגרה serves High-income individuals seeking financial clarity and Families aiming for smart financial growth.
What this business does
רון סגרה is a financial planner based in Kefar Sava, Israel.
- Provides Strategic Financial Planning and Wealth Management
- Specializes in personalized financial strategy development
- Serves high-income individuals seeking financial clarity
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 4 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: 83% — 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
- רון סגרה
- Category
- Financial Planner
- Industry
- Financial Planner - Personal Financial Planning
- Location
- Kefar Sava, Israel
- Official website
- https://ronsegre.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/ronsegre-kefar-sava-05ef
- Summary
- Kefar Sava-based personal financial planning services from Ron Segre focus on strategic financial planning, wealth management, and retirement planning. The firm specializes in developing personalized financial strategies for high-income individuals, families, and professionals. These services aim to provide financial clarity and support smart financial growth for its clientele.
- AI readability score
- 48
- Data Consistency
- 83% (checked 2026-07-03)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 4 independent public sources
Location
Kefar SavaIL
About רון סגרה
Kefar Sava-based personal financial planning services from Ron Segre focus on strategic financial planning, wealth management, and retirement planning. The firm specializes in developing personalized financial strategies for high-income individuals, families, and professionals. These services aim to provide financial clarity and support smart financial growth for its clientele.
Customer Reviews
5.0 ★★★★★
Based on 30 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 91 days ago
Service areas
- Kefar Sava
Target audience
- High-income individuals seeking financial clarity
- Families aiming for smart financial growth
- Professionals planning for retirement
Specialties
- Personalized financial strategy development
Social profiles
Verification
Frequently asked questions
למה אתה לא מציע לי תשואה מובטחת?
תכנון השקעות הוא בעיקרו ניהול סיכונים, מתוך חוסר ידיעת העתיד. לכן לא ניתן להבטיח תשואה. במוצרים מסוכנים יותר, תתכן תשואה גבוהה יותר לאורך זמן, אך ייתכנו גם הפסדים. לא ניתן להבטיח תשואה בשוק ההון.
למה אני יכול לסמוך עליך?
מעבר לניסיון של 20 שנים בתחום, אני מחזיק ברישיון דואלי: משווק השקעות מטעם הרשות לניירות ערך, וברישיון סוכן פנסיוני מטעם רשות שוק ההון במשרד האוצר. אני מבוקר כל העת על ידי שני רגולטורים, מה שמקנה לכם בטחון שיש עלי פיקוח צמוד וכפול.
איך אדע שהכסף שלי בטוח?
הכספים נמצאים תמיד בחשבונות בנק או מוצרים על שמכם בחברות הביטוח / בתי ההשקעות / קרנות ההשקעה השונות. אין לנו יפוי כח לחשבון הבנק שלכם, ולכם תמיד יש גישה למידע מלא על כספיכם.
מה עוד אני יכול לקבל ממך?
שירותי סוכן ביטוח פנסיוניבחינה עיתית של תיק ההשקעות למצבי חיים משתניםשירותי תכנון פרישה (בין אם בין עבודות ובין אם לפנסיה)שירותי מומחים ליעוץ משכנתאות ויעוץ עסקי.חשיפה למוצרי השקעה אלטרנטיביים (ללקוחות כשירים בלבד)
Business hours
- Monday
- 09:00 – 17:00
- Tuesday
- 09:00 – 17:00
- Wednesday
- 09:00 – 17:00
- Thursday
- 09:00 – 17:00
- Friday
- Closed
- Saturday
- Closed
- Sunday
- 09:00 – 17:00
Languages supported
- he
- en
Contact
Phone: +972546667135
Official website: https://ronsegre.com/