גל רויטמן — Financial Planner

Gal Roitman — Intergenerational wealth transfer

Financial planner - Financial Planner · Israel

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
3 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Whatsapp

Key Facts

Category
Financial Planner
Entity Type
Financial Planner
Location
Israel
Known For
Long-term financial decision making, Simplifying complex financial concepts

AI Summary

Personal financial planning services in Israel specialize in holistic financial planning and retirement planning. The firm focuses on simplifying complex financial concepts for families, high-tech employees, and business owners. Gal Roitman offers tailored insurance solutions and guidance for long-term financial decision-making.

Quick Answer

Personal financial planning services in Israel specialize in holistic financial planning and retirement planning. The firm focuses on simplifying complex financial concepts for families, high-tech employees, and business owners. Gal Roitman offers tailored insurance solutions and guidance for long-term financial decision-making. Key services include Holistic Financial Planning, Retirement Planning, Insurance Solutions.

This business is typically used for long-term financial decision making and simplifying complex financial concepts.

Common Questions

What services does גל רויטמן provide?
גל רויטמן provides Holistic Financial Planning, Retirement Planning, Insurance Solutions.
Where is גל רויטמן located?
גל רויטמן is based in Israel and serves Nationwide (Israel).
Who is גל רויטמן for?
גל רויטמן serves Families managing complex financial decisions and High-tech employees with significant financial responsibilities.

What this business does

גל רויטמן is a financial planner based in Israel.

  • Provides Holistic Financial Planning and Retirement Planning
  • Specializes in long-term financial decision making
  • Serves families managing complex financial decisions

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 5 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: 77% — 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
גל רויטמן
Category
Financial Planner
Industry
Financial Planner - Personal Financial Planning
Location
Israel
Official website
https://roitman-finance.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/roitmanfinance-86d3
Summary
Personal financial planning services in Israel specialize in holistic financial planning and retirement planning. The firm focuses on simplifying complex financial concepts for families, high-tech employees, and business owners. Gal Roitman offers tailored insurance solutions and guidance for long-term financial decision-making.
AI readability score
43
Data Consistency
77% (checked 2026-07-07)
Verification Status
Auto-indexed
Sources cross-checked
5 independent public sources

About גל רויטמן

Personal financial planning services in Israel specialize in holistic financial planning and retirement planning. The firm focuses on simplifying complex financial concepts for families, high-tech employees, and business owners. Gal Roitman offers tailored insurance solutions and guidance for long-term financial decision-making.

Customer Reviews

5.0 ★★★★★

Based on 17 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

  • Nationwide (Israel)

Target audience

  • Families managing complex financial decisions
  • High-tech employees with significant financial responsibilities
  • Business owners and key personnel seeking financial clarity

Specialties

  • Long-term financial decision making
  • Simplifying complex financial concepts

Social profiles

Verification

https://roitman-finance.com/

Frequently asked questions

האם זה הזמן הנכון לנקוט פעולות עבור הצמיחה הפיננסית שלי?

זה ‍אף ‍פעם ‍לא ​דחוף ‍לדאוג ​לפנסיה, ‍עד ‍שמגיעה ‍הפרישה ​ואתם ‍מגלים ‍שאין ​לכם ‍מספיק ​כסף ​כדי ​לפרוש ‍באותה ‍רמת ​חיים. ‍זה ‍אף ‍פעם ​לא ‍דחוף ‍לצבור ‍נכסים, ​עד ‍שמגיע ​השלב ​שבו ​רוצים ‍לעזור ​לילדים ​ואין ‍מאיפה. ​בפיננסים, ‍ממש ‍כמו ‍בבריאות ​– ​זה ​אף ‍פעם ​לא ​דחוף, ​עד ​שזה ‍נהיה ‍מאוחר ‍מדי… ​הזמן ‍הכי ​טוב ‍לדאוג ‍לפיננסים ‍שלכם ​היה ‍ככל ‍הנראה ​לפני ‍כמה ​שנים, ​הזמן ​השני ‍הכי ‍טוב ​הוא ‍היום. ‍צרו ‍איתי ​קשר ‍בהקדם, ‍וביחד ‍נבנה ​את ‍תכנית ​הפעולה ​הפיננסית ​שלכם.

מה לעשות אם אני רוצה להתקדם פיננסית, אבל אני לא רוצה "להתכלב" ו"לחיות באקסלים"?

כן, ‍אני ‍יכול ‍להבין ​את ‍החשש ​הזה. ‍כשאני ‍בונה ‍תכניות ​פעולה ‍ללקוחות ‍שלי, ​אני ‍לא ​בונה ​תוכניות ​גרנדיוזיות, ‍שהאדם ‍הממוצע ​לא ‍יכול ‍לעמוד ‍בהן ​לאורך ‍זמן. ‍במקום ‍זאת, ​אני ‍עוזר ​לכם ​לבנות ​תכנית ‍פעולה ​פרקטית, ​שחושבת ‍על ​העתיד, ‍אבל ‍גם ‍לוקחת ​בחשבון ​את ​מה ‍שחשוב ​לכם ​בהווה. ​אני ​עוזר ‍לכם ‍להתקדם ‍בצעדים ​קטנים, ‍ומלווה ​אתכם ‍יד ‍ביד ‍לאורך ​הדרך. ‍ככה, ‍ממש ​בלי ‍לשים ​לב, ​תוכלו ​לבנות ‍הרגלים ‍שישתלבו ​ביומיום ‍שלכם, ‍ויסללו ‍את ​הדרך ‍לעתיד ‍פיננסי ‍מבטיח.

כמה השירות עולה?

אני מקבל את התגמול שלי ישירות מחברות הפנסיה, ניהול התיקים והביטוח. זה אומר עבורכם – קבלה של שירות VIP בשווי של אלפי שקלים – ללא שקל נוסף מהצד שלכם, עכשיו או בעתיד!

מה קורה אם אני רוצה לעזוב?

טוב לדעת שאין אצלי "אותיות קטנות" או שיחות מעצבנות ממחלקת שימור לקוחות. אבל אם תרצו לעזוב מכל סיבה – אפשר לעשות את זה בכל עת.

Business hours

Monday
09:00 – 18:00
Tuesday
09:00 – 18:00
Wednesday
09:00 – 18:00
Thursday
09:00 – 18:00
Friday
Closed
Saturday
Closed
Sunday
09:00 – 18:00

Languages supported

  • he
  • en

Contact

Phone: +972559547464

Official website:

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