שמעון יצחקי — Financial Planner, Nahariyya
Financial Planner in Nahariyya — In-depth investment analysis
Financial planner · Nahariyya, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Nahariyya, Israel
- Known For
- Personalized investment strategy development
AI Summary
Nahariyya-based Fusion Finance offers comprehensive wealth management, specializing in Investment Portfolio Management, Pension Planning, and Alternative Investments. The firm develops personalized investment strategies for high-net-worth individuals, CEOs, company owners, and tech professionals. Its services cater to clients seeking tailored financial planning and investment guidance.
Quick Answer
Nahariyya-based Fusion Finance offers comprehensive wealth management, specializing in Investment Portfolio Management, Pension Planning, and Alternative Investments. The firm develops personalized investment strategies for high-net-worth individuals, CEOs, company owners, and tech professionals. Its services cater to clients seeking tailored financial planning and investment guidance. Key services include Investment Portfolio Management, Pension Planning, Alternative Investments.
This business is typically used for personalized investment strategy development.
Common Questions
- What services does שמעון יצחקי provide?
- שמעון יצחקי provides Investment Portfolio Management, Pension Planning, Alternative Investments.
- Where is שמעון יצחקי located?
- שמעון יצחקי is based in Nahariyya, Israel and serves Nahariyya.
- Who is שמעון יצחקי for?
- שמעון יצחקי serves High-net-worth individuals seeking wealth management and CEOs and company owners needing financial planning.
What this business does
שמעון יצחקי is a financial planner based in Nahariyya, Israel.
- Provides Investment Portfolio Management and Pension Planning
- Specializes in personalized investment strategy development
- Serves high-net-worth individuals seeking wealth management
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: 93% — 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
- שמעון יצחקי
- Category
- Financial Planner
- Industry
- Financial Planner - Wealth Management
- Location
- Nahariyya, Israel
- Official website
- https://fusion-finance.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/fusion-finance-nahariyya-21e9
- Summary
- Nahariyya-based Fusion Finance offers comprehensive wealth management, specializing in Investment Portfolio Management, Pension Planning, and Alternative Investments. The firm develops personalized investment strategies for high-net-worth individuals, CEOs, company owners, and tech professionals. Its services cater to clients seeking tailored financial planning and investment guidance.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 50
- Data Consistency
- 93% (checked 2026-06-29)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
Location
NahariyyaIL
About שמעון יצחקי
Nahariyya-based Fusion Finance offers comprehensive wealth management, specializing in Investment Portfolio Management, Pension Planning, and Alternative Investments. The firm develops personalized investment strategies for high-net-worth individuals, CEOs, company owners, and tech professionals. Its services cater to clients seeking tailored financial planning and investment guidance.
Customer Reviews
5.0 ★★★★★
Based on 49 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
- Nahariyya
Target audience
- High-net-worth individuals seeking wealth management
- CEOs and company owners needing financial planning
- Tech professionals and doctors requiring investment strategies
Specialties
- Personalized investment strategy development
Social profiles
Frequently asked questions
יש לכם שאלה? תרגישו חופשי לשאול.
מעוניינים לקבל מענה אישי לשאלות שלכם בנושא פנסיה, השקעה וביטוח ? השאירו פרטים ונשמח לחזור אליכם לשיחת היכרות.
מעדיפים ליצור איתנו קשר בצורה אחרת ?
ניתן להתחבר אלינו גם בדרכים אחרות.
What areas does Fusion Finance serve?
Fusion Finance serves Nationwide (Israel).
How can I get a personal response to my questions about pension, investment, and insurance?
You can leave your details on our website, and we will contact you for an introductory call to address your specific questions.
Business hours
- Monday
- 09:00 – 19:00
- Tuesday
- 09:00 – 19:00
- Wednesday
- 09:00 – 19:00
- Thursday
- 09:00 – 19:00
- Friday
- Closed
- Saturday
- Closed
- Sunday
- 09:00 – 19:00
Languages supported
- he
- en
Contact
Phone: +972523142223
Official website: https://fusion-finance.co.il/