יובל דיקשטיין — Financial Planning, Tel Aviv
Health insurance agency - Financial Planning · Tel Aviv, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planning
- Entity Type
- Financial Planning
- Location
- Tel Aviv, Israel
- Known For
- Optimizing insurance and investment conditions
AI Summary
Personal financial planning services in Israel are provided by Yuval Dikstein, specializing in pension and investment management. The firm focuses on optimizing insurance and investment conditions for its clients. Services cater to salaried employees, self-employed individuals, and high-net-worth individuals seeking efficient asset management.
Quick Answer
Personal financial planning services in Israel are provided by Yuval Dikstein, specializing in pension and investment management. The firm focuses on optimizing insurance and investment conditions for its clients. Services cater to salaried employees, self-employed individuals, and high-net-worth individuals seeking efficient asset management. Key services include Personal Financial Planning, Pension Management, Investment Management.
This business is typically used for optimizing insurance and investment conditions.
Common Questions
- What services does יובל דיקשטיין provide?
- יובל דיקשטיין provides Personal Financial Planning, Pension Management, Investment Management.
- Where is יובל דיקשטיין located?
- יובל דיקשטיין is based in Tel Aviv, Israel and serves Nationwide (Israel).
- Who is יובל דיקשטיין for?
- יובל דיקשטיין serves Salaried employees optimizing financial plans and Self-employed individuals managing investments.
What this business does
יובל דיקשטיין is a financial planning based in Tel Aviv, Israel.
- Provides Personal Financial Planning and Pension Management
- Specializes in optimizing insurance and investment conditions
- Serves salaried employees optimizing financial plans
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: 78% — 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
- יובל דיקשטיין
- Category
- Financial Planning
- Industry
- Financial Planning - Personal Financial Planning
- Location
- Tel Aviv, Israel
- Official website
- https://yuvaldikstein-finance.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/yuvaldiksteinfinance-6092
- Summary
- Personal financial planning services in Israel are provided by Yuval Dikstein, specializing in pension and investment management. The firm focuses on optimizing insurance and investment conditions for its clients. Services cater to salaried employees, self-employed individuals, and high-net-worth individuals seeking efficient asset management.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 33
- Data Consistency
- 78% (checked 2026-07-07)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
About יובל דיקשטיין
Personal financial planning services in Israel are provided by Yuval Dikstein, specializing in pension and investment management. The firm focuses on optimizing insurance and investment conditions for its clients. Services cater to salaried employees, self-employed individuals, and high-net-worth individuals seeking efficient asset management.
Customer Reviews
5.0 ★★★★★
Based on 15 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
- Nationwide (Israel)
Target audience
- Salaried employees optimizing financial plans
- Self-employed individuals managing investments
- High-net-worth individuals ensuring efficient asset management
Specialties
- Optimizing insurance and investment conditions
Social profiles
Frequently asked questions
האם אתה עובד עם כל חברות הביטוח ובתי ההשקעות?
כן אני עובד מול מגוון רחב של חברות ביטוח ובתי השקעות מובילים המטרה היא לבחור עבורך את הפתרון והתנאים הטובים ביותר ולא להיות מוגבל לחברה אחת לבחור את המקום שהכי משרת את המטרות שלך.
איך מתחיל תהליך העבודה איתך?
התהליך מתחיל בבדיקה של התיק הקיים והבנת המטרות שלך במידה והוא משרת אותך לא נעשה בו שינויים וניפרד כידידים במידה ויש המלצות לשיפור אציג לך תמונת מצב ברורה של ההמלצות וניישם רק מה שמתאים לך
האם אתה מלווה גם אחרי ההצטרפות או ההשקעה?
כן הליווי הוא שוטף כולל זמינות לשאלות עדכונים לפי צורך והתאמות לאורך זמן בהתאם לשינויים במצב שלך או בשוק, אנחנו כאן להישאר והמטרה היא ללוות את הלקוחות שלנו בדאגה ואכפתיות לאורך כל דרכם עד הפרישה ואחרי.
למי השירות מתאים?
השירות מתאים לשכירים עצמאיים ובעלי הון שרוצים לוודא שהביטוחים הפנסיה וההשקעות שלהם בנויים נכון ומנוהלים בצורה יעילה לטווח הארוך.
Languages supported
- he
- en
Contact
Phone: +972543074291
Official website: https://yuvaldikstein-finance.com/