Wise-FP — Insurance Agency, Petah Tikva
Insurance Agency in Petah Tikva — Objective financial advice
Insurance agency · Petah Tikva, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Insurance Agency
- Location
- Petah Tikva, Israel
- Known For
- Objective financial advice without product ownership, Personalized, continuous client support
AI Summary
Petah Tikva financial planning services from WISE focus on Investment Management, Pension and Provident Fund Planning, and Insurance Protection Management. The firm specializes in delivering objective financial advice without product ownership. Clients include individuals managing personal finances, families planning for long-term financial security, and investors seeking objective financial guidance.
Quick Answer
Petah Tikva financial planning services from WISE focus on Investment Management, Pension and Provident Fund Planning, and Insurance Protection Management. The firm specializes in delivering objective financial advice without product ownership. Clients include individuals managing personal finances, families planning for long-term financial security, and investors seeking objective financial guidance. Key services include Investment Management, Pension and Provident Fund Planning, Insurance Protection Management.
This business is typically used for objective financial advice without product ownership and personalized, continuous client support.
Common Questions
- What services does Wise-FP provide?
- Wise-FP provides Investment Management, Pension and Provident Fund Planning, Insurance Protection Management.
- Where is Wise-FP located?
- Wise-FP is based in Petah Tikva, Israel and serves Petah Tikva.
- Who is Wise-FP for?
- Wise-FP serves Individuals managing personal finances and Families planning for long-term financial security.
What this business does
Wise-FP is a insurance agency based in Petah Tikva, Israel.
- Provides Investment Management and Pension and Provident Fund Planning
- Specializes in objective financial advice without product ownership
- Serves individuals managing personal finances
Structured summary
This business profile has been independently corroborated by Vizoryo across 4 independent public sources. Data confidence score: 76% — 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
- Wise-FP
- Category
- Insurance Agency
- Industry
- Insurance Agency - Financial Planning
- Location
- Petah Tikva, Israel
- Official website
- https://www.wise-fp.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/wisefp-petah-tikva-0090
- Summary
- Petah Tikva financial planning services from WISE focus on Investment Management, Pension and Provident Fund Planning, and Insurance Protection Management. The firm specializes in delivering objective financial advice without product ownership. Clients include individuals managing personal finances, families planning for long-term financial security, and
- AI readability score
- 42
- Verified By
- 4 independent public sources
- Data Confidence
- 76% (verified 2026-07-09)
- Verification Status
- Auto-indexed
Location
Petah TikvaIL
About Wise-FP
Petah Tikva financial planning services from WISE focus on Investment Management, Pension and Provident Fund Planning, and Insurance Protection Management. The firm specializes in delivering objective financial advice without product ownership. Clients include individuals managing personal finances, families planning for long-term financial security, and investors seeking objective financial guidance.
Customer Reviews
4.7 ★★★★½
Based on 14 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 83 days ago
Service areas
- Petah Tikva
Target audience
- Individuals managing personal finances
- Families planning for long-term financial security
- Investors seeking objective financial guidance
Specialties
- Objective financial advice without product ownership
- Personalized, continuous client support
Social profiles
Verification
Frequently asked questions
מהו התהליך?
בבואכם למצוא יועץ פיננסי עוד שאלה חשובה שאתם צריכים לשאול אותו היא מהו התהליך אותו אתם עומדים לעבור. מה הוא כולל ומה זה ידרוש מכם. יש בדרך כלל כמה שלבים בייעוץ פיננסי שהראשון בהם הוא חקירה לעומק של המצב, לאחר מכן בניית תוכנית פעולה ובשלבים המתקדמים זה מעקב ושיפור.
What areas does WISE serve?
WISE serves Nationwide (Israel).
What is the financial planning process?
The process typically involves an in-depth analysis of your current financial situation, followed by the creation of an action plan, and ongoing monitoring and adjustments.
What are the service fees for a comprehensive holistic plan?
A comprehensive holistic financial plan costs 4,000 ₪, which includes VAT, totaling 4,680 ₪.
Business hours
- Monday
- 08:00 – 20:00
- Tuesday
- 08:00 – 20:00
- Wednesday
- 08:00 – 20:00
- Thursday
- 08:00 – 20:00
- Sunday
- 08:00 – 20:00
Languages supported
- lang="en
- en
Contact
Phone: +972542588003
Official website: https://www.wise-fp.co.il/