שמעון יצחקי — Financial Planner, Nahariyya
Financial Planner in Nahariyya — In-depth investment analysis
Financial planner · Nahariyya, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ 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
This business profile has been independently corroborated by Vizoryo across 5 independent public sources. Data confidence score: 93% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- 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
- 50
- Verified By
- 5 independent public sources
- Data Confidence
- 93% (verified 2026-06-29)
- Verification Status
- Auto-indexed
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 sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 84 days ago
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
Verification
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
- Sunday
- 09:00 – 19:00
Languages supported
- lang="he"
- en
Contact
Phone: +972523142223
Official website: https://fusion-finance.co.il/