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

Public channels checked

  • ✓ Official Website
  • ✓ Whatsapp

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

Vizoryo ran a data-consistency check on this profile: it read 4 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: 76% — 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
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 investors seeking objective financial guida
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
42
Data Consistency
76% (checked 2026-07-09)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

Petah Tikva
IL

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 enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.

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

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
Friday
Closed
Saturday
Closed
Sunday
08:00 – 20:00

Languages supported

  • en

Contact

Phone: +972542588003 (sources disagree)

Official website:

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