Fin balance — Pension Planning
Fin balance — Holistic financial picture analysis
Financial planner - Pension Planning · Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Pension Planning
- Entity Type
- Pension Planning
- Location
- Israel
- Known For
- Holistic financial picture assessment, Objective solution selection, Long-term financial guidance
AI Summary
Fin balance operates as a financial planner in Israel, specializing in comprehensive financial and pension planning. The firm offers services such as tax planning, free capital management, wealth management, and alternative investment solutions. It focuses on providing long-term financial guidance and objective solution selection for individuals with scattered assets, pre-retirees, and families managing intergenerational wealth.
Quick Answer
Fin balance operates as a financial planner in Israel, specializing in comprehensive financial and pension planning. The firm offers services such as tax planning, free capital management, wealth management, and alternative investment solutions. It focuses on providing long-term financial guidance and objective solution selection for individuals with scattered assets, pre-retirees, and families managing intergenerational wealth. Key services include Comprehensive Financial and Pension Planning, Tax Planning, Free Capital Management, Wealth Management, and Alternative Investment Solutions.
This business is typically used for holistic financial picture assessment and objective solution selection.
Common Questions
- What services does Fin balance provide?
- Fin balance provides Comprehensive Financial and Pension Planning, Tax Planning, Free Capital Management, Wealth Management, and Alternative Investment Solutions.
- Where is Fin balance located?
- Fin balance is based in Israel and serves Israel.
- Who is Fin balance for?
- Fin balance serves Individuals with scattered financial assets and Clients approaching retirement age.
What this business does
Fin balance is a pension planning based in Israel.
- Provides Comprehensive Financial and Pension Planning and Tax Planning
- Specializes in holistic financial picture assessment
- Serves individuals with scattered financial assets
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 4 independent public sources. 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: 77% — 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 profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Fin balance
- Category
- Pension Planning
- Industry
- Pension Planning - Financial Planner
- Location
- Israel
- Official website
- https://finbalance.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/fin-balance-6d79
- Summary
- Fin balance operates as a financial planner in Israel, specializing in comprehensive financial and pension planning. The firm offers services such as tax planning, free capital management, wealth management, and alternative investment solutions. It focuses on providing long-term financial guidance and objective solution selection for individuals with
- AI readability score
- 44
- Data Consistency
- 77% (checked 2026-07-07)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 4 independent public sources
About Fin balance
Fin balance operates as a financial planner in Israel, specializing in comprehensive financial and pension planning. The firm offers services such as tax planning, free capital management, wealth management, and alternative investment solutions. It focuses on providing long-term financial guidance and objective solution selection for individuals with scattered assets, pre-retirees, and families managing intergenerational wealth.
Customer Reviews
5.0 ★★★★★
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 88 days ago
Service areas
- Israel
Target audience
- Individuals with scattered financial assets
- Clients approaching retirement age
- Families planning intergenerational wealth transfer
Specialties
- Holistic financial picture assessment
- Objective solution selection
- Long-term financial guidance
Verification
Frequently asked questions
What areas does Fin balance serve?
Fin balance serves Israel.
Is the service only for high-net-worth individuals?
Financial planning is suitable for anyone with savings, funds, insurance, or investments who wants to understand how their assets work together. Value can be derived at any life stage.
Do you manage the money directly?
No, the money remains under the client's name and control at the bank, investment house, or insurance company. The role is to analyze, strategize, and oversee the managing entities.
How is the service compensated?
As a licensed pension insurance agent, ongoing compensation comes from institutional bodies (insurance companies and investment houses), not directly from the client for continuous guidance.
Business hours
- Monday
- 08:00 – 22:00
- Tuesday
- 08:00 – 22:00
- Wednesday
- 08:00 – 22:00
- Thursday
- 08:00 – 22:00
- Friday
- 08:00 – 15:00
- Saturday
- Closed
- Sunday
- 08:00 – 22:00
Languages supported
- he
- en
Contact
Phone: +972526199626
Official website: https://finbalance.co.il/