תכנון פיננסי אישי — Financial Planning, פולג
Financial Services - Financial Planning · פולג, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ 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
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: 78% — 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
- 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, as well as clients seeking comprehensive finan
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 37
- Data Consistency
- 78% (checked 2026-06-28)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
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 enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
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
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
- Friday
- Closed
- Saturday
- Closed
- Sunday
- 09:00 – 18:00
Languages supported
- he
- en
Contact
Phone: +972722384238
Official website: https://insurance-service.co.il/