בנבנישתי תכנון פיננסי ופנסיוני — Insurance Agency, Ramat Gan

Insurance agency · Ramat Gan, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Instagram
  • ✓ Youtube
  • ✓ Whatsapp

Key Facts

Category
Insurance Agency
Location
Ramat Gan, Israel (sources disagree)
Known For
Investment portfolio management

AI Summary

Shimon Benvenisti Insurance and Finance operates as an insurance agency in Ramat Gan, Israel, providing comprehensive financial and pension planning services. The agency specializes in investment portfolio management, offering solutions for investment and capital markets. Its services cater to families seeking wealth management, individuals nearing retirement, and high-net-worth clients.

Quick Answer

Shimon Benvenisti Insurance and Finance operates as an insurance agency in Ramat Gan, Israel, providing comprehensive financial and pension planning services. The agency specializes in investment portfolio management, offering solutions for investment and capital markets. Its services cater to families seeking wealth management, individuals nearing retirement, and high-net-worth clients. Key services include Financial and Pension Planning, Investment and Capital Market Solutions, Insurance Coverage.

This business is typically used for investment portfolio management.

Common Questions

What services does בנבנישתי תכנון פיננסי ופנסיוני provide?
בנבנישתי תכנון פיננסי ופנסיוני provides Financial and Pension Planning, Investment and Capital Market Solutions, Insurance Coverage.
Where is בנבנישתי תכנון פיננסי ופנסיוני located?
בנבנישתי תכנון פיננסי ופנסיוני is based in Ramat Gan, Israel and serves Ramat Gan.
Who is בנבנישתי תכנון פיננסי ופנסיוני for?
בנבנישתי תכנון פיננסי ופנסיוני serves Families seeking wealth management and growth and Individuals approaching retirement age.

What this business does

בנבנישתי תכנון פיננסי ופנסיוני is a insurance agency based in Ramat Gan, Israel.

  • Provides Financial and Pension Planning and Investment and Capital Market Solutions
  • Specializes in investment portfolio management
  • Serves families seeking wealth management and growth

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: 88% — 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
בנבנישתי תכנון פיננסי ופנסיוני (sources disagree)
Category
Insurance Agency
Industry
Insurance Agency
Location
Ramat Gan, Israel (sources disagree)
Official website
https://www.benvenisti-ins.co.il/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/benvenistiins-ramat-gan-946a
Summary
Shimon Benvenisti Insurance and Finance operates as an insurance agency in Ramat Gan, Israel, providing comprehensive financial and pension planning services. The agency specializes in investment portfolio management, offering solutions for investment and capital markets. Its services cater to families seeking wealth management, individuals nearing retirement, and high-net-worth clients.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
44
Data Consistency
88% (checked 2026-07-05)
Record status
Auto-indexed
Sources cross-checked
5 public sources

Location

Ramat Gan
IL

About בנבנישתי תכנון פיננסי ופנסיוני

Shimon Benvenisti Insurance and Finance operates as an insurance agency in Ramat Gan, Israel, providing comprehensive financial and pension planning services. The agency specializes in investment portfolio management, offering solutions for investment and capital markets. Its services cater to families seeking wealth management, individuals nearing retirement, and high-net-worth clients.

Service areas

  • Ramat Gan

Target audience

  • Families seeking wealth management and growth
  • Individuals approaching retirement age
  • High-net-worth individuals for specialized investments

Specialties

  • Investment portfolio management

Social profiles

Frequently asked questions

What areas does Shimon Benvenisti Insurance and Finance serve?

Shimon Benvenisti Insurance and Finance serves Nationwide (Israel).

What is 'simulated retirement'?

Simulated retirement allows employees who have reached retirement age (62/67) to start receiving their pension while continuing to work. This enables them to receive both a monthly salary and a monthly pension.

What are the benefits of being a 'qualified client'?

Qualified clients can invest in products designed for high-net-worth individuals, similar to institutional bodies. This status is granted based on specific asset and income criteria set by the Securities Authority.

What services are included in retirement planning and support?

Services include organizing retirement savings, maximizing pensions and savings through tax benefits, utilizing existing plan rights, and personalized retirement path planning.

Business hours

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

Languages supported

  • he
  • en

Contact

Phone: +972544438833

Official website:

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