תכנון פיננסי אישי — Financial Planning, פולג
Financial Services - Financial Planning · פולג, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
- ✓ Youtube
- ✓ Tiktok
Key Facts
- Category
- Financial Planning
- Entity Type
- Financial Planning
- Location
- פולג, Israel
- Known For
- Consolidated view of all financial assets, Expert legal opinions for pension claims
AI Summary
Specializing in personal financial planning, Rafael Personal Financial Planning offers services such as financial and pension planning, retirement planning, and investment management. The firm provides a consolidated view of all financial assets and expert legal opinions for pension claims. It serves couples and individuals accumulating pension plans, as well as clients seeking comprehensive financial oversight in Israel.
Quick Answer
Specializing in personal financial planning, Rafael Personal Financial Planning offers services such as financial and pension planning, retirement planning, and investment management. The firm provides a consolidated view of all financial assets and expert legal opinions for pension claims. It serves couples and individuals accumulating pension plans, as well as clients seeking comprehensive financial oversight in Israel. Key services include Financial and Pension Planning, Retirement Planning, Investment Management.
This business is typically used for consolidated view of all financial assets and expert legal opinions for pension claims.
Common Questions
- What services does תכנון פיננסי אישי provide?
- תכנון פיננסי אישי provides Financial and Pension Planning, Retirement Planning, Investment Management.
- Where is תכנון פיננסי אישי located?
- תכנון פיננסי אישי is based in פולג, Israel and serves Nationwide (Israel).
- Who is תכנון פיננסי אישי for?
- תכנון פיננסי אישי serves Couples and individuals accumulating pension plans and Clients needing comprehensive financial oversight.
What this business does
תכנון פיננסי אישי is a financial planning based in פולג, Israel.
- Provides Financial and Pension Planning and Retirement Planning
- Specializes in consolidated view of all financial assets
- Serves couples and individuals accumulating pension plans
Structured summary
This business profile has been independently corroborated by Vizoryo across 4 independent public sources. Data confidence score: 78% — 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
- תכנון פיננסי אישי
- Category
- Financial Planning
- Industry
- Financial Planning - Personal Financial Planning
- Location
- פולג, Israel
- Official website
- https://insurance-service.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/insuranceservice-9aa1
- Summary
- Specializing in personal financial planning, Rafael Personal Financial Planning offers services such as financial and pension planning, retirement planning, and investment management. The firm provides a consolidated view of all financial assets and expert legal opinions for pension claims. It serves couples and individuals accumulating pension plans,
- AI readability score
- 37
- Verified By
- 4 independent public sources
- Data Confidence
- 78% (verified 2026-06-28)
- Verification Status
- Auto-indexed
Location
המלאכה 4 נתניה, פולגIL
About תכנון פיננסי אישי
Specializing in personal financial planning, Rafael Personal Financial Planning offers services such as financial and pension planning, retirement planning, and investment management. The firm provides a consolidated view of all financial assets and expert legal opinions for pension claims. It serves couples and individuals accumulating pension plans, as well as clients seeking comprehensive financial oversight in Israel.
Customer Reviews
5.0 ★★★★★
Based on 7 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
- Nationwide (Israel)
Target audience
- Couples and individuals accumulating pension plans
- Clients needing comprehensive financial oversight
Specialties
- Consolidated view of all financial assets
- Expert legal opinions for pension claims
Social profiles
Verification
Frequently asked questions
What areas does Rafael Personal Financial Planning serve?
Rafael Personal Financial Planning serves Nationwide (Israel).
What is the founder's experience?
Rafael Cohen is a personal financial and retirement planner with 25 years of experience in banking, insurance, and capital markets. He holds a pension insurance agent license (L-00109081) and is supervised by the Capital Market Authority.
Why is expert legal opinion important for pension claims?
An expert legal opinion is crucial for pension claims, whether you are an employee suing an employer for under-deposits or an employer being sued. It provides deep understanding of pension laws, employment contracts, and insurance policies, which can significantly impact the outcome of a lawsuit.
Business hours
- Monday
- 09:00 – 18:00
- Tuesday
- 09:00 – 18:00
- Wednesday
- 09:00 – 18:00
- Thursday
- 09:00 – 18:00
- Sunday
- 09:00 – 18:00
Languages supported
- lang="he
- en
Contact
Phone: +972722384238
Official website: https://insurance-service.co.il/