בנבנישתי תכנון פיננסי ופנסיוני — Insurance Agency, Ramat Gan

Insurance agency · Ramat Gan, Israel

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
2 months ago

Corroborated public sources

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

Key Facts

Category
Insurance Agency
Location
Ramat Gan, Israel
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

This business profile has been independently corroborated by Vizoryo across 5 independent public sources. Data confidence score: 88% — 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
בנבנישתי תכנון פיננסי ופנסיוני
Category
Insurance Agency
Industry
Insurance Agency
Location
Ramat Gan, Israel
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 ​reti
AI readability score
44
Verified By
5 independent public sources
Data Confidence
88% (verified 2026-07-05)
Verification Status
Auto-indexed

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

Verification

https://www.benvenisti-ins.co.il/

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
Sunday
08:00 – 18:00

Languages supported

  • lang="he"
  • en

Contact

Phone: +972544438833

Official website:

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