גילי סער — Financial Planner, Petah Tikva

Financial Planner in Petah Tikva — Tax refund assistance

Financial planner · Petah Tikva, Israel

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
3 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook

Key Facts

Category
Financial Planner
Location
Petah Tikva, Israel

AI Summary

Gili Saar operates as a financial planner in Petah Tikva, Israel, specializing in pension planning services. The firm provides expertise in retirement planning, investment management, and tax refunds. Its client base includes employees nearing career transitions, self-employed individuals, and retirees seeking to manage pension benefits.

Quick Answer

Gili Saar operates as a financial planner in Petah Tikva, Israel, specializing in pension planning services. The firm provides expertise in retirement planning, investment management, and tax refunds. Its client base includes employees nearing career transitions, self-employed individuals, and retirees seeking to manage pension benefits. Key services include Retirement Planning, Investment Management, Tax Refunds.

This business is typically used for retirement planning and investment management.

Common Questions

What services does גילי סער provide?
גילי סער provides Retirement Planning, Investment Management, Tax Refunds.
Where is גילי סער located?
גילי סער is based in Petah Tikva, Israel and serves Petah Tikva.
Who is גילי סער for?
גילי סער serves Employees nearing career transitions and Self-employed individuals planning for retirement.

What this business does

גילי סער is a financial planner based in Petah Tikva, Israel.

  • Provides Retirement Planning and Investment Management
  • Serves employees nearing career transitions

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 3 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: 84% — 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
גילי סער
Category
Financial Planner
Industry
Financial Planner - Pension Planning
Location
Petah Tikva, Israel
Official website
https://www.gilisaar.co.il/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/gilisaar-petah-tikva-f475
Summary
Gili Saar operates as a financial planner in Petah Tikva, Israel, specializing in pension planning services. The firm provides expertise in retirement planning, investment management, and tax refunds. Its client base includes employees nearing career transitions, self-employed individuals, and retirees seeking to manage pension benefits.
AI readability score
48
Data Consistency
84% (checked 2026-07-09)
Verification Status
Auto-indexed
Sources cross-checked
3 independent public sources

Location

Petah Tikva
IL

About גילי סער

Gili Saar operates as a financial planner in Petah Tikva, Israel, specializing in pension planning services. The firm provides expertise in retirement planning, investment management, and tax refunds. Its client base includes employees nearing career transitions, self-employed individuals, and retirees seeking to manage pension benefits.

Customer Reviews

5.0 ★★★★★

Based on 16 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

  • Petah Tikva

Target audience

  • Employees nearing career transitions
  • Self-employed individuals planning for retirement
  • Retirees managing pension benefits

Social profiles

Verification

https://gilisaar.co.il/

Frequently asked questions

יתרונות השקעה דרך תיקון 190: למה כולם מדברים על זה?

תארו לעצמכם מצב שבו עבדתם קשה כל החיים. חסכתם שקל לשקל, שילמתם מסים כמו שעון, והגעתם לרגע שבו אתם סוף סוף יכולים לנוח. אתם מסתכלים

איך בוחרים נכון קרן השתלמות ומסלול השקעה?

קרן ​השתלמות ‍היא ‍כלי ​חיסכון ​יעיל ​וגמיש ​– ​אבל ​כדי ​לנצל ‍את ​מלוא ‍היתרונות ​שלה, ‍חשוב ‍לבחור ‍נכון ‍גם ‍את ‍הגוף ‍המנהל ‍וגם ​את ​מסלול ​ההשקעה. ​אל ‍תבחר ​רק ​לפי ‍דמי ‍ניהול ​או ​המלצה ​של ​חבר. ‍בדוק ​את ​ביצועי ‍הקרן ‍לאורך ​זמן, ‍את ​איכות ​ניהול ​ההשקעות, ​את ​רמת ‍הסיכון ​ואת ‍השירות. ‍התאמה ​נכונה ​תאפשר ​לך ​למקסם ​את ​הצבירה, ​להפחית ‍עלויות ​ולשמור ‍על ​שקט ‍נפשי.

מדוע חשוב לכם להתחיל לתכנן את הפרישה כבר בגיל 50?

בתחום ​הביטוח ‍ישנם ‍לא ​מעט ​שטחים ​"אפורים", ​שטחים ​שבהם, ​אתם, ​בעלי ‍הפוליסות, ​תעדיפו ‍שלא ​להתעסק ‍ולהותיר ‍את ‍הטיפול ‍בהם ‍בידיהם ‍המקצועיות ‍של ‍אנשי ​הביטוח ​או ​של ​חברות ‍הביטוח. ​גם ​אם ‍היינו ‍מסכימים ​עם ​גישה ​זו ​בכל ‍הנוגע ​לענפי ​הביטוח ‍האחרים ‍(ואנחנו, ​בבירור, ‍איננו ​מסכימים ​עימה, ​מכיוון ​שאנחנו ​מאמינים ‍שידע ​נותן ‍בידיכם ‍את ​השליטה ​בהחלטות ​הנכונות ​עבורכם), ​יש ​תחום ​אחד ‍שבו ​אסור ‍לכם ​להיכנע ‍לדחף ‍לטמון ‍את ‍הראש ‍בחול ‍ולהניח ‍למישהו ‍אחר ​לנהל ​את ​העניינים ​– ‍תחום ​ביטוחי ​הבריאות. ‍פשוט, ‍מכיוון ​שבעוד ​בביטוח ​דירה ​או ‍בביטוח ​רכב ​המדו

What areas does Gili Saar serve?

Gili Saar serves Nationwide (Israel).

Business hours

Monday
08:30 – 20:00
Tuesday
08:30 – 20:00
Wednesday
08:30 – 20:00
Thursday
08:30 – 18:00
Friday
Closed
Saturday
Closed
Sunday
08:30 – 20:00

Languages supported

  • he
  • en

Contact

Phone: +972547491300

Official website:

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