Financial Planner Providers

Find a trusted financial planner in Israel through personal referrals. JustConnectUs lists financial advisors for investment planning, retirement, insurance, and wealth management — each recommended by real clients.

80 providers
24 reviews
Showing 80 financial planners
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ISRAPAY - Payroll and Labor law consultation

Israpay deals with payroll and labor law issues for employees and employers with an emphasis on Anglos. For Employers: Complete payroll processing Review of existing system for possible compliance issues regarding Israeli labor laws and regulations Consultation of various issues regarding employment, termination, hiring, etc For Employees: Consultation on specific issues - rights regarding termination, labor laws, etc Complete review of payslips for possible compliance issues regarding Israeli labor laws and regulations General: Lectures on various payroll issues. Topics vary and can be arranged upon request. Available for groups, companies and organizations. Publications: The employee's rights handbook - a complete English language guide to Israeli payroll and labor laws for the perplexed. A 107 page book in easy to understand language with tips, glossary of terms and useful contact info and much more ! Get your copy today ! www.israpay.com and click the buy now button. (price is 95 sh for Janglo members) Israpay is fully multi-lingual - we speak both Hebrew and English at a mother-tongue level. All services are available in either language at your preference. We are located in Jerusalem, our services are available all over Israel in various options (email, phone, skype, in-person). Israpay takes great pride in customer service at a high level, we are professional, courteous and almost always available. When unavailable, we get back to you as soon as we are able. Contact Israpay today and see how Israpay can make payroll simple for you Note: Israpay does not give legal advice, cannot represent you in labor court and we do not deal with issuing payslips to people who are self-employed and do not wish to register with the authorities. Share:

AccountantFinancial Planner
SS
Shomer Shekalim: Objective Pension Consultant
Jerusalem

My job it to make sense of the Israeli Pension and Insurance system and assist Israelis in using that information to take control of their finances. I assist my clients in: – Choosing the right pension for them and making sure the money is invested wisely and in accordance with my clients’ needs – Reviewing the insurance in the pension, purchasing supplemental insurance and getting rid of unnecessary insurance – Minimizing fees, saving many clients hundreds of thousands of shekels over the life of their pensions Do you have a question about your pension? Call me at 052-790-6824 for a free 15 minute consultation. Services I offer: Pension / Hishtalmut / Insurance Review: NIS 1,000 If you’re looking to get an objective review of your pension, its investments and insurance, and the fees you’re paying then this is the option for you. We meet once (either in person or via skype) to review your pension, keren shihtalmut and life and heal insurances. During this conversation I will work with you to ensure you understand everything you have as well as the various options available in the marketplace. As per Israeli law, all advice comes with a written summary for future reference. Pension Consulting Starter Package: NIS 1,800 This is the ideal kind of pension advice for someone who has a pension or is about to get one and just needs someone to take a quick look at the investment strategies, insurance in the pension and fees. This service includes the following three steps: Explaining the Israeli pension system and reviewing and/or choosing your pension Negotiating fees and ensuring that your pension is set up correctly with the proper investments and insurance A follow up meeting one you recieve your first report (דו”ח) from your pension company to make sure everything was set up correctly Thorough Pension Consulting and Insurance Review: NIS 3,600 If you have a family, a pension and a host of potential insurance options being thrown at you, this is the ideal plan for you.

Financial PlannerBusiness Services
IA
IAnglo Auto Leasing Israel's First and the Best!

iAnglo-Auto-Association is the original and most trusted automobile leasing/financing company devoted solely to the English-speaking public in Israel. We Too are Olim We experienced and remember vividly the anxiety associated with acquiring an automobile in Israel. Purchase, lease, and finance options on the surface seem familiar but in reality, are different - not to mention language complications. How you pay for your car is as important as the model you choose, leasing is the 21st-century, modern, "Smart" option. Here are 2 examples of the savings you can expect each month over conventional 60-month financing. Save 37% on the economical Hyundai i10 lease payment just (862 ₪) per month Save 27% on the popular SUV KIA Stonic lease payment just (1366 ₪) per month. All new 2021 car leases feature Full factory bumper to bumper warrantyShort 36-month contractEasy early termination options. You can build your own lease package and include the options you want into the monthly price automobile insuranceroutine maintenance tires, brakes, battery replacementpick up and delivery serviceautomated vehicle tracking (an exclusive iAnglo leasing feature) We are authorized representatives for a variety of leasing agencies, our network, and internal customer service department will provide you westernized experience. It all begins with a 30-minute video or telephone consultation which you can request by clicking this link. You owe it to yourself and your family to investigate this option before making any major automobile financing decisions. We look forward to meeting you!--- Tags;auto leasing,car leasing,auto lease,auto leases,lease auto,auto lease deals,auto leasing Israel,car leasing Israel,auto lease Israel,auto leases Israel,lease auto Israel,auto lease deals Israel,best auto lease Share:

Financial PlannerMechanic
UA
Under Audit by the IRS?
Modiin Illit

IRS AUDIT! If you are being audited, you need certified translations. ACCU-TRANS produces professional MIRROR-IMAGE CERTIFIED TRANSLATIONS of your documents quickly and affordably. Email DOCUMENTS to [email protected] RIGHT NOW for a FREE QUOTE. "I will personally and discreetly oversee the translation of your documents." - Moshe Armel Mirror-image translations Tagged document sets for easy reference Translator's certification on every translation page Completed translations right to your inbox Rush Service available Translation accuracy quaranteed Call Now for a free consultation: 053-313-1716 Share:

Tax ConsultantFinancial PlannerNotary
C
CrypTalks

CrypTalks is the safe zone for early Blockchain adopters to become familiar with the industry, its advantages, and its people. It is the Bitcoin live chat for crypto enthusiasts to meet, talk, and feel protected. CrypTalks is all about the people. The idea behind the App is to facilitate communication between the blockchain industry in an honest and secure community. Share:

Financial Planner
TR
Tax Return Perth

Tax Return Perth is a one-stop solution for every kind of required Taxation advisory services and consultancies. The team of Tax Return Accountant Perth can easily assess the tax liability and help you in the reduction of your payable tax amount. With the best Tax Return services, we help you file a Tax Return in Australia along with all the compliances that are attached to your income type. The best Tax Accountant Perth will also help you structure your business and in an appropriate claiming of the tax concessions that are available to your business structure. Services We Offer: BAS Returns​ Late Tax Returns​ Business Tax Return​ Non-Resident Tax Return​ Company Tax Return​ Partnership Tax Return​ Deceased Estate Tax Return​ PAYG Income Tax Return​ Expat Tax Return​ SMSF Tax Return​ Individual Tax Return​ Sole Trader Tax Return​ Investment Property Tax Return​ Trust Tax Return​ Share:

Tax ConsultantFinancial Planner
TF
The Florida Investment Fund

The Florida Fund is a long-standing Florida company with a broad portfolio of timely paying mortgages. This is an opportunity to invest in first mortgages private mortgages that are carefully selected and managed by experienced American investors. Share:

Financial Planner
TR
Top Rate Ltd - Israel Currency Exchange

Top Rate Ltd is a well-established currency exchange provider approved and authorized by the Israel Ministry of Finance. We provide efficient, personalized foreign currency exchange, bank guarantees and financial service for individuals and businesses. All client funds are held in secure, segregated accounts with leading Israeli banks. Once the money leaves your account, we can then track it- in case any situation comes up. Top Rate maintains low overhead costs, in order to offer clients the most competitive rates on the market. After the money is deposited in your account, TOP Rate will email or fax you a detailed receipt. Bring us quotes that you receive elsewhere and we will beat them. We specialize in large transfers and we guarantee the best rates in Israel for transfers of $250,000 or more. To arrange an appointment with Dror Yaish (BBA, CPA) or to discuss your unique needs, in Israel, please call 073.398.2555 or from abroad at +972-733-982-555 or fill out the contact form on our website - www.toprate.co.il Share:

Financial Planner
AS
Audit Services in Israel for Transparent and Accurate Reports

Concerned about financial transparency and reporting accuracy for your Israel-based operations? SZ Shvarts Zedkia provides trusted Audit Services in Israel solutions that help businesses strengthen credibility and maintain confidence among stakeholders. Our professionals conduct detailed financial reviews and support organizations with accurate reporting aligned with local requirements. International companies benefit from structured audit processes that enhance accountability and improve financial oversight. Whether preparing for investors, partners, or regulatory obligations, reliable auditing can make a significant difference. Work with SZ Shvarts Zedkia today and achieve greater confidence through professional audit support tailored to your business.#AuditServicesIsrael #FinancialAudit #IsraelBusiness #AuditSupport #FinancialReporting #BusinessCompliance #CorporateAudit #IsraelFinance #SZShvartsZedkia #BusinessTransparency Share:

AccountantFinancial Planner
BE
Bitach Exchange: Checks, Wires, Remits in USA, Philippines, Sri Lanka

Fast and friendly service for all of your currency exchange and transfer needs, at Ben Yehuda 26! Specializing in U.S. and Canadian check cashing, cash exchanges, and electronic transfers/ACH in the U.S., Israel, Philippines, and Sri Lanka. Remittance customers get 40% off their first transfer, and every 7th transfer free.* Providing wholesale foreign check processing, wire services, local disbursements and online account access to money changers, businesses and individuals since 2014. Conveniently located in the center of town, 26 Ben Yehuda at the top next to King George St. Open 8am - 7pm Sunday-Thursday 8am - 1pm Friday 02-999-6038 Share:

Financial Planner
B-
Blender - Loans Between People

BLender was founded based on Peer-to-Peer Lending models that have been successful around the world, and have significantly decreased the interest rate differentials between lenders and borrowers. Share:

Financial Planner
CH
Citadel Holdings: US Commercial Real Estate Investments
Jerusalem

Low-risk passive income and growth with diversified US Commercial Real Estate investments. With as little as $20,000, you can start building your financial future. We partner with a diverse range of Commercial Real Estate operators to bring you deals from every segment of the US commercial real estate market. Do you have money losing value at the bank? Turn that into an additional source of income while also growing your nest egg. Build for yourself a diversified real estate portfolio with investments in the U.S. Citadel Holdings​ is dedicated to offering high yield investments that provide strong growth and minimum risk. We have investments that offer strong yields and capital appreciation. Click Here & Subscribe to receive current investment opportunities For more information, please visit our website:https://www.citadelholdings.co.il Email: D​ovid Preil​ ​<​[email protected]>​ Our Work Income Investments offering high annual yields and solid growth. Growth Investments offering incredibly high returns in a short period of time. Professional and Experienced 25+ combined years of experience in real estate investment Diversified Investment Plan Protect your principal and returns by investing across multiple asset types and locations The Team Dovid Preil CEO Dovid started his financial career back in 2008 when he realized that the global economic collapse was an excellent time to start investing. In 2013, Dovid joined a boutique mortgage brokerage firm and excelled at financial structuring and finding creative solutions to seemingly intractable solutions. Dovid’s deep desire to help others make money led him to open an investment house designed to assist Israelis to invest in quality US real estate deals. Dovid’s sharp mind, broad vision and interdisciplinary skill set are a driving force of the Citadel holdings team. Yaakov Lehrfeld CHIEF INVESTMENT OFFICER Jacob has been involved in commercial real estate for close to twenty years. In 2003 Jacob joined the team at D

Financial Planner
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CurrencyTransfer.com - Israeli Shekel Money Transfers
Jerusalem

Oya Broch! Don’t Get Stung With Hidden Fees. Save Up To 85% On Israeli Shekel Money Transfers Janglo has partnered with CurrencyTransfer.com, the fastest growing global foreign exchange marketplace. With offices in London and Tel Aviv, we specialise in helping clients send money to / from Israel. Whether you are making buying or selling property in Israel, making aliyah or making small business transfers, you’ll get the best exchange rates and fastest transfers. All without being hit by any nasty transfer fees. It pays to compare quotes. It’s 100% free to register below - takes less than 10 seconds. All transfers regulated by the FCA and Israeli Ministry of Finance. Share:

Financial PlannerMortgage Advisor
DH
DizziPay Holdings LTD

DizziPay is a pioneering digital payments platform that makes a massive change in the way consumer make payments, without owing a payment card. Share:

Financial Planner
DT
Do the monthly tax deductions seem too high to you?

Are you sure the taxes you pay are too high? Aryeh Goldin - Tax refunds has been involved in the field for many years and explains how you can track all tax reductions. So just in case you are in a hurry to check eligibility for tax refunds, you should know all the main reasons for the formation of gaps that benefit quite a few employees in receiving refunds. The first reason Aryeh Goldin points to is changes in the total monthly income for any reason. The tax deductions are calculated based on an estimated calculation of the annual income of each employee. The tax authority multiplies the total monthly income by the number of working months during the year and arrives at the total expected annual income (assuming there will be no changes in salary or prolonged absences from the workplace). According to the total annual income, it is possible to calculate how many taxes each employee has to pay according to the tax rates that we all know. So why do changes in the monthly salary create tax gaps that lead to many refunds? An example is given that will explain the point well. Has the salary been affected? This may not have been updated with the tax authority and you continue to pay the high salary An employee who earns about NIS 10,000 every month is expected to earn NIS 120,000 every year, assuming he manages to complete all the months of work. Based on this annual income, that employee will be charged a one-year tax deduction divided into 12 monthly payments. The reason for distributing the annual deduction for payments is to prevent financial difficulties for the average household in Israel. If there was a decrease in that employee's salary for a variety of possible reasons (cuts in working hours, prolonged absences due to injury or illness, closures during the corona virus period, etc.) and on average he earned only 7,000 shekels per month (and not 10,000 as he was expected to earn if he completed all the working days or his salary would not have been affected), hi

Tax ConsultantFinancial Planner
EC
ERB Complete Financial solution

Based in Tel Aviv, New-York, California & London, ERB is well positioned to streamline, implement and manage your global financial services. Whether you are in the first stage of registering and setting up the business, currently transferring activities to a new country, or already have an established presence, ERB is ready to assist. Known for being astute, quick to respond, transparent and professional, clients trust the ERB team to effectively manage the financial aspects of their operations. Share:

AccountantFinancial Planner
ET
Experience the Clearshift Difference!

Only Clearshift Offers 100% Clarity on all International Payments. A Few of our Advantages: Guaranteed Neutral and Fair Exchange Rate The rates we use are set by a neutral third party. The rate benefits neither a buyer nor a seller of a currency. When we receive foreign currency on your behalf, you and Clearshift both commit to price the exchange at the NEXT fixing rate to be published by the Bank of Israel/Bloomberg depending on the currency pair. Clearshift charges an ultra-low percentage fee on all international payments. Our customers know the exact amount of their fee - information that banks and other competitors cannot provide. For foreign currency payments, our fee represents the full, true cost of our services. For more information, visit us at clearshiftinc.com Share:

TutorFinancial Planner
FI
FastPay Inernational Currency Exchange

Currency Exchange – Great Rates, Quick Turn Around Time Send and Receive Payments – Send or Receive payments in local currencies with local accounts.Our ServicesAt FastPay we issue you a unique IBAN. No complicated instructions for sending and receiving international transfers. Call us for a friendly and professional consultation at 058-555-5346 Share:

Financial Planner
GG
Get Going with a Superior Business Plan
Jerusalem

As a solo consultant with 25 years experience in strategic and financial planning, an MBA from the University of Chicago and a BA from Yale, I offer outstanding business planning services. Services include writing formal business plans, investor presentations and other documents needed to raise capital and move your business forward. I provide comprehensive market research and financial modeling services. Share:

Financial PlannerBusiness Services
GL
Greenlend Loans

Greenlend offers private and business loans for any reason. Apply for a loan online, and receive the funds the next business day. Share:

Financial Planner
IP
Investment Portfolio Management service

Established in 1981, CommStock Trading LTD, provides private individuals, families and corporations with advisory and money management services in international stocks, commodities, bonds and currency markets. We place the highest priority first on safety and preservation of capital and thereafter on enhancing returns. We design, implement and monitor customized portfolios designed to meet specific clients needs, for long term capital appreciation and income. We are a unique firm in Israel in facilitating the possibility to invest in commodity futures for our seasoned clients. We specialize in portfolios for US dual citizens taking into account the required tax considerations. CommStock is fully licensed and insured and is regulated by the Israel Securities Authority. Visit our website and leave us a note: www.ecommstock.com Share:

Financial Planner
IJ
IsraTransfer Jerusalem - Tel Aviv Currency Exchange - Money Changer

IsraTransfer Ltd. is Israel’s leading boutique currency brokerage helping clients around the world transfer money to Israel to help pay for property purchases, car purchases, living expenses, and more. We offer better than bank exchange rates without commissions or charges, and are also the exclusive operator of the AACI Currency Exchange Program. Share:

Financial Planner
K&
Katamon/Rehavia & Givat Shaul/Har Nof Money Change

Lucky Currency Services Has two convenient locations in Jerusalem : in Katamon on Haplmach st. and on Kanfei Nesharim st. in Givat Shaul We offer Currency Services at Better Rates than the Banks! Our services: CASH : All major currencies USD ,EURO, GBP, SWISS FRANK, CAD , AUSTRALIAN DOLLAR and more, No fee and Great rates! CHECKS : (ILS U.S. CAD and English Pound) We offer Cash on the spot, or a free wire to your Israeli Bank account to save you a trip to your bank. Bank Transfers: If your are purchasing a property or buying a car or you have any big expense and you need to move a large sum from the abroad to Israel, we can save you a significant amount of money when using us rather then you bank. We offer great rates, reliable and English speaking service. MINISTRY OF FINANCE LICENSE NUMBER-515021913 KATAMON / REHAVIA BRANCH 18 HA-PALMACH st. (Near "Super-clean" Laundry) JERUSALEM Su- Th 9:00- 17:00 Fri 9:00- 11:30 TEL. 02-6454003 GIVAT SHAUL/HAR NOF BRANCH: 10 KANFEI NESHARIM St. (Across from the Angel's factory) JERUSALEM Su- Th: 9:00- 19:00 Fri 9:00- 12:30 TEL: 02-5023673 Tags: KATAMON MONEY CHANGE JERUSALEM MONEY CHANGE HAR NOF MONEY CHANGE HAPALMCH MONEY CHANGE Share:

Financial Planner
KF
Keshet Financing &amp; Loans...When Banks Say No, We Say YES!

Keshet Invesments LTD. Keshet Investments and loans is an American based company that deals with financing and loans here in Israel for the past 30 years. We pride ourselves in saying yes when other banks say No! As long as you have a job and a home, than we can help you! Keshet Investments provides Mortgages, secured loans, and un-secured loans. up to-10,000 shekels in unsecured loans with checks only. up to-20,000 shekels, unsecured loans with checks to home owners. up to-50,000 shekels secured loans to vehicle owners.( vehicle must be clear from leins and over 2006 models) up to-500,000 secured loans to home owners. For any additional information you may call us any time at 03-5544461 and or 054-664-6517 and we will be happy to assist you in any way possible or answer any questions that you may have. We look forward to servicing you in the future! Share:

Financial PlannerProfessional Services
LI
Licensed Investment Management in Israel - Wise Money Israel

Want to wisely invest your money in Israel in the local stock and bond market, but don’t know how? Want to speak with a licensed professional in English about your investments, but don’t know where? We can help. Wise Money Israel is licensed by the Israel Securities Authority as a Portfolio Management firm. Our native English-speaking financial professionals on staff can help you setup and manage your Israeli investment account. Whether you are a small, conservative investor, or a larger investor more comfortable with risk-taking, we tailor a portfolio of Israeli stocks and bonds to accomplish your investment objectives. With over 400 clients, we help both Israeli and internationals achieve their investment goals through solid, long-term investing relying on fundamental analysis of the market. WMI helps individuals, couples, partnerships, organizations and IRAs around the world to invest in Israeli stocks, bonds, ETFs and mutual funds. We have made our clients solid returns as they faithfully continue year-over-year to entrust us with their investment needs. Setup a free consultation here to speak with one of our financial professionals regarding your particular investment needs. Share:

Financial Planner
OP
OlehPay: Pay Israel, Easy
Jerusalem

OlehPay PAY ISRAEL, EASY Move money to Israel with OlehPay. Avoid costly bank fees and unfavorable exchange rates. Get the true midrate, with transparent pricing. Share:

Financial Planner
OO
Online Officer

Online Officer makes it easy for businesses in Australia and all over the world to outsource tasks, projects, and even set up dedicated teams in the Philippines. We are committed to providing business process solutions tailored to our clients’ needs, saving our clients thousands of dollars and bringing strategic benefits to them. Share:

Financial Planner
P|
PazTax | US Tax Return Preparation & ITIN Service

PazTax LLC US Tax Return Preparation & ITIN Service PazTax is fully dedicated to providing highly professional and personal US Tax services since 2000. We care about each and every one of our clients. No matter size or shape, our friendly staff will service you quickly, efficiently and with a smile. Our firm is technology and paperless oriented, and strive to stay on the leading edge of the ever-changing IRS tax laws. PazTax is led by Paz Shoham, an MBA graduate, IRS Enrolled Agent and ITIN Certified Acceptance Agent, with over 16 years of US Tax work experience in both US (11 years) and Israel (5 years). Our business manager, Yael W Trammell is an Israeli CPA, with 5 years of experience working in the US. We specialize in providing services to: US Citizens residing in Israel and US Israelis invested in US real estate or US businesses Israelis temporarily residing in the US Our services include: Federal and State income tax returns preparation and filing for individuals, partnerships, and corporations; IRS Streamline (3 years tax reporting and 6 years FBAR reporting for US citizens who were supposed to report and never did); ITIN applications (obtaining US tax ID for non US citizens who have US tax reporting liability); FBAR (Foreign Bank Account Reporting) preparation; Business formation (establishing business entities all over the US); Representation with US Tax Authorities; Articles of Interest: MyRA Now Available for Eligible Workers Intended for taxpayers with taxable income who lack access to retirement savings plan at work, the myRA program was launched ... Employee or Independent Contractor - Which Is It? As a business owner, do you hire people to help out with a particular project or as part-time staff? Do you get confused about ... 2016 Tax Provisions for Individuals: A Review As we close out the year, here's what individuals and families need to know about tax provisions for 2015. We speak English, Hebrew and Tax. If you need a US Tax Services, contact us

AccountantTax ConsultantFinancial PlannerBusiness Services
PE
Private European Loan Available from $ 20 M to 500M at 4.8 %

Bs"d For serious business people that are looking for a private loan. Seeking to expand your business in Israel or abroad? You can contact me in the evening hours (20 - 22 p.m.) or via my e-mail [email protected] to discuss obtaining a private loan at 4.8% p.a. for 10 years from lenders in Germany and Holland. Must: A bank garantuee for one quarter of the loan amount from one of the Top 50 banks and a short executive summary of your business. From the moment the BG is provided via Swift and the loan agreement is signed, funds are transferred to your specified bank within 45 days. The cost: 1.5 - 2% Finders Fee. For serious inquiries only. Sincerely Yours, Hannah Porat-Dahlem Share:

Financial PlannerProfessional Services
RG
Richard Gussow - Financial Planning for the Affluent

Financial Planning for the Affluent Providing comprehensive financial planning for affluent individuals, retirees, business owners & professionals. I am an Independent Fee-only Certified Financial Planner. I have extensive experience in the financial services industry with both global and domestic investment firms. Richard Gussow CFP has been involved with the financial services industry both in Israel and globally for over 30 years. As an equity analyst for major international and domestic investment houses such as Deutsche Bank, Lehman Brothers, ING Barings, Banco Santander, Excellence Nessuah and Meitav Dash, Richard advised major institutional investors such as Fidelity, T. Rowe Price and BlackRock. we specialize: asset management, wealth management, portfolio management, private asset management, financial advisor, portfolio finance. Share:

Financial Planner
ST
SBB Translations- specializing in IRS Audits
Jerusalem

Hebrew to English Translation Service Company Professional Reliable Quick Turnarounds & Reasonably Priced! You can expect the highest quality service when dealing with SBB Translations. We take pride in serving you so contact Shana today to discuss your translation needs. Share:

Financial PlannerNotary
SI
Segal Insurance & Finance - 30 years servicing the Anglo community and beyond

WATCH THE VIDEO- OUR SPECIAL BENEFITS FOR THE JANGLO MEMBERS . SEGAL INSURANCE & FINANCE We are dedicated to giving each of our clients our personal attention. By combining timeless customer service and personability, Segal Insurance guides clients through the Insurance process with incomparable expertise and care. Making Aliyah? Segal Insurance Agency is an excellent choice for people who are making Aliyah. We specialize in providing coverage for individuals and families who are moving to Israel. We understand the unique needs and challenges that come with this type of transition and have developed comprehensive insurance policies to meet those needs. From health insurance to travel insurance, Segal Insurance Agency offers a wide range of coverage options to ensure that their clients have the protection they need.With over 30 years of experience with olim, we at Segal Insurance are here for your next big step in life. OUR CLIENTS STORIES . ALL YOU NEED TO KNOW ABOUT INSURANCE IN 17 MINUTES ABOUT US- THE MARKER VISIT US ON OUR WEBSITE ON OUR FACEBOOK Share:

Insurance AgentFinancial Planner
SB
Sharp Bookkeeping LLC / QBO Bookkeeper
Jerusalem

My motto is, "I worry about the numbers, giving you the time and ability to focus on growing your business."- Are you a business owner who is struggling to keep track of the money ins and outs?- Are you not interested in dealing with bookkeeping software?- Do you not want to busy anymore worrying about your financial status?I am here to help!I love organizing and managing people's books and I like offering to help keep people's books nice and tidy. I work in QBO every day & deliver professional work to my clients. Feel free to reach out & I would be happy to discuss your specific needs. Share:

AccountantFinancial Planner
SS
Shekel Shuttle
Beit Shemesh

Transfer Money from USA or UK No Fees! Best Rate! Transfering Money is serious business and a mistake can be very costly. Shekel Shuttle is the place where the cutomer comes first. Rates are very good and we look out for your intrest. I will show you how to get the a rate that is better than the rate you are quoted. Go To: WWW.YourGlobalClub.Com set up account Along with YourGlobalClub we offer Airline Tickets and Car rental Discounts and products For the family. Free Membership for Israel Share:

Financial Planner
S|
Shield | Communications Compliance Platform

The shield is a cross-regulation eComms compliance platform that utilizes AI, Natural Language Processing, and Visualization capabilities to automate and orchestrate the complete communications compliance lifecycle, mitigate risk and make surveillance efficient and ROI driven. Our powerful capabilities include eComms Surveillance, Compliance Data Management, Discovery and Investigations, Record Keeping, and Trade Reconstruction. For more details visit our website - https://www.shieldfc.com/ Share:

Financial PlannerBusiness Services
VF
VHCollections: For all your Debt collection issues!
Beit Shemesh
Financial Planner
WB
WE BUY GOLD

ELICASH – Your Gold is Worth Cash 💰 Are old jewelry, gold chains, rings, or coins just sitting unused?At ELICASH, a trusted family business with 3 generations of experience, we buy your gold at the best market price, quickly and safely, and we come to you. Why choose us: Instant cash paymentReal value for every gram and karatConvenient: we come to your home or officeFamily business with 3 generations of experienceService via WhatsApp only: 055-950-9472 📲 Message us today and turn your gold into money you can use immediately – Share:

Financial Planner
WB
We Buy Gold & Silver We Pay Top Dollar

We Specialise In High-End Jewellery, Watches, & Diamonds **We Buy, Sell, & Trade-In: Gold, Diamonds, Jewellery, Pearls, Coins, Watches, Silver, Antiques, Etc.. *We Do Jewellery & Watch Repairs While You Wait! *We Also Change Batteries & Watch Straps *We Do Free Appraisals We Have Been In The Jewelry Industry For The Past 30 Years World-Wide. We Started Our Journey In The "Big Apple", Manhattan NYC, New York City, Worked Our Way Up To Downtown Miami In The "Seybold" Building, & Now Finally Made An "Aliyah" To The Holy Land. We Now Have A Few Shops In The Tel-Aviv Area. We Offer The Best Services, & Give "American" Service. We Also Do "Door To Door" Services, Making It Very Convenient For You Please Feel Free To Give Us A Call At Anytime. We Will Be Happy To Be Of Service To You Moshe: 054-395-2109 Address: Shoham Street 4, Ramat Gan Or In Bet Shemesh Share:

Financial PlannerJewelry
WV
WINTER VACATION in David Dead Sea Resort & Spa
Financial PlannerTzimmer
YI
Yael Ishakis - FM Home Loans

Team Ishakis is part of the group that is currently FM Home Loans, began its formation in 1991. Located in Brooklyn New York, the company experienced great success in establishing relationships with individual borrowers. Share:

Financial Planner
EC
Esinli Capital

Finance the future you believe in. Become a limited partner in top-tier venture capital funds across the world’s leading innovation ecosystems. Share:

Financial Planner
MA
Mortgage and insurance planner
Jerusalem

FINANCES WEIGHING YOU DOWN? NEED A MORTGAGE AND INSURANCE PLANNER? Are your monthly mortgage payments only INCREASING your mortgage debt? No matter how much you pay, it seems as though your mortgage continues to stay the same or even rise? Are you sure you chose a mortgage plan that benefits YOU? For a FREE assessment, call Asaf Boaron, the Mortgage Breaker for new and existing mortgage planning. If your insurance and pension companies are charging you too much money and you want to make order of your insurance and pension portfolios call Asaf Boaron for a FREE assessment. Asaf Boaron (Heb/Eng. Speaker) MBA 052 835 9238 Financial Planner More than 10 Years of Experience in the Israeli Financial Market Local references available upon request Share:

Financial Planner
PA
Parkhill Accounting - Accounting, Bookkeeping & Finance Services
Jerusalem

Accounting Services: Management Accounts Bookkeeping Services Amazon VAT Registrations and Filings for UK and all EU countries For UK Clients: Year End Accounts and Corporation Tax Preparation & Filing VAT Personal Tax & Self Assessment Preparation Payroll Rob Caplan 0527 714 794 Share:

AccountantFinancial Planner
PM
Platinum Mortgages - Israel's Mortgage Experts

Platinum Mortgages Israel’s Mortgage Experts Where Expertise and unbeatable low fees/rates meet! Who we are We are an English Speaking mortgage brokerage that helps English speakers obtain loans. Everyone knows that the mortgage process can be a headache, overwhelming even. What not everyone knows is that the mortgage process in Israel- a foreign country, a foreign language, a foreign culture, a bureaucratic system can be a recipe for disaster! Platinum Mortgages has the solution to ALL of these problems. We: Know the systemKnow the lingoHave connections with all major lending institutions With the right connections all of these problems disappear. Israel's lending institutions offer so many types of loans. How can you possibly know which to choose? Platinum's experts will structure the right mortgage to fit each clients unique needs, and situation. Our mission is to help people obtain the right mortgage, get preferred rates and realize their dream of owning a home in Israel. There are numerous ways to structure a mortgage in Israel. We make it our business to understand your needs when considering how to structure your mortgage. At Platinum Mortgages, your financial security is paramount. Knowing which lending institution to turn for the lowest rates on a particular loan product is only half the battle. our clients get preferred pricing – every time. Our goal is to help as many clients finance their dream homes in Israel, with Hashem's help. Customer satisfaction is our Success! Get in Touch with Us. Free consultation, Complete Satisfaction guaranteed! Contact Shmuel: 972 50 988 2183/972 52 716 9290 Whatsapp: 972 50 988 2183 Email: [email protected], [email protected] Share:

Financial PlannerMortgage Advisor
TO
THOUSANDS OF $$$ IN REFUNDS

🌟 Accounting Services designed for US citizens everywhere. 🌟 Our free service involves looking back up to four years of filed or unfiled taxes and estimating any potential refund you may be eligible for. There is no cost to you unless you decide to file. No risk, no catches, no charges. You can only benefit by contacting us. Picture this: One of our recent clients received a staggering refund of over $14,000! It is our caring approach that makes the difference. And it's not just about refunds – we offer a comprehensive range of CPA services, including meticulous bookkeeping, precise accounting, expert tax preparation, and professional IRS representation. With us by your side, you can rest assured that your financial affairs are in safe hands. Did you receive a letter from the IRS stating you owe thousands in taxes? We can help you just like we have helped others just like you. Contact us for a caring and free consultation. Israel: 058-707-3915 US: +1 718-702-3420Whatsapp: +972587073915Email: [email protected] Share:

AccountantTax ConsultantFinancial PlannerAliya Services
AA
Administrative and Quickbooks Bookkeeping Services
Jerusalem

Available for: For freelance per project, part time, full time, remote or on-site. Organization, Administration and bookkeeping services for small businesses and households in Israel or the USA. Over 25 years experience. QuickBooks proficient and detail oriented. Budgeting and tracking of income and expenses Data entry, invoicing and bill payments Reconciliation of accounts using QuickBooks software Organization and preparation of paperwork for your accountant Financial reporting and more… Very reasonable rates. Call for a free consultation: Israel: 972-54-467-6610 USA: (917) 508-8482 Email: [email protected] Share:

AccountantFinancial Planner
BT
Been thinking of buying investment property in the U.S.?
Jerusalem

I have been helping Israeli citizens purchase turn-key investment grade real estate in Upsate New York for the past two years. I am a real estate broker licensed in New York. I shuttle back and forth between Israel and New York. My team on the ground where the invesments are located ensure that your properties are looked after and rents are collected. Complete management solutions, sales, purchases, rentals...we do it all for you. My clients have been averaging 10% return annualy on their investments. I can help you too. References from our satisfied investors available on request. 25 years of real estate experience in residental real estate investment properties. Sharon Klein Broker/Owner Hudson Valley Homes and Land [email protected] Israel: 054-805-3489 US. 1-856-255-1045 Share:

Financial PlannerReal Estate Agent
CD
CHANGE DOLLARS TO SHEKELS
Jerusalem
Financial Planner
CB
Cloud Bookkeeping and Integration
Financial Planner
CT
Currency Transfers
Jerusalem

Why let the banks charge you fees to send money from one country to another? Why put up with the lousy exchange rates the banks give you? Currencies Direct provide better than bank rates, normally about 5% better rates with NO fees at all Contact us at [email protected] for more info or call me (00972) 054 302 7726 Share:

Financial Planner
EH
Emes Home Finances - Financial Advisor for Home and Family

Are you:- earning enough but not making the month?confused about your bills?entangled in Israeli red-tape?A young couple setting up a budget? Call or email to get organized guidance! Share:

Financial PlannerAliya Services
EM
Esther's Maternity Support Belts
Jerusalem

Esther’s Maternity belts Extreme relief in daily activities! Support Back ache Varicose veins Internal pain Sciatic nerve Weak stomach muscles Relief in prolonged sitting and standing Cool Light Doesn’t require daily washing Available in various stores around the country! Email: [email protected] Tel: 02-5711446 Share:

Financial Planner
FM
Faigy Marzel | US tax Returns, Benefits & More
Jerusalem

With attention to detail, reliability, and reasonably priced, Faigy Marzel, staff accountant of Y. Gutwein CPA based in NY (with 35 years in the field), is offering free initial consultations over the phone. Special service: We'll file your personal return while you wait at no additional charge! Learn about your responsibilities and rights in relation to: Personal Tax Business Tax FBAR Tax Refunds Tax Benefits Audits CALL or WRITE to set up a free consultation as well as receive a 9 point US tax checklist. [email protected] | 02-538-0702 | 1-532-538-0702 Faigy Marzel | U.S. Accounting Services | Y. Gutwein CPA, NY. [email protected] | 02-538-0702 Maximizing your tax benefits with our professional and efficient service Share:

AccountantFinancial Planner
FB
Family budgeting service starting at only 50 shekels!
Jerusalem

We live in a generation where budgeting is causing major stresses. We get by thinking if only I had a little more each month instead of trying to look at our expenditures and working out how to spend and save with what we have! As a olah and mother I have built a budgeting consultation system that suits olim families in Israel. All you need to do is tell me your income and I will provide you with a complete budget to gain better control of your finances. The best part is that this introductory offer is only 50shekels! Looking forward to helping you better manage your finances. E-mail or call Yocheved : 054-699-7946 or [email protected] Share:

Financial Planner
FA
Financial Adviser for Money Managment
Jerusalem

Finances worrying you? Overdraft keeps growing? Getting deeper into debt? Looking for a solution? Professional Guidance for Budget Management We build for you a tailor-made financial plan that is attuned to your personal lifestyle, is easy to implement and provides immediate results. Share:

Financial Planner
FO
Financial Organizer/Mgr for Households and Small Businesses
Jerusalem

Let us help you get your financial life in order, Pre and Post Aliyah. We provide financial organizing and planning services for households and small businesses located in Israel and the US. Scope of services: 1. Analysis and understanding of spending habbits, mortgage loans, bank statements, bills, etc. 2. Budgeting and tracking of income and expenses. 3. Monthly bookkeeping. 4. Invoicing and bill payment 4. Financial statements and monthly paperwork for accountant. ETC. We will work together with you to keep you on the right track. Share:

Financial Planner
FP
Financial Planning and Budgeting
Beit Shemesh

Take control of your finances and start living smarter! Whether you’re managing shekels or dollars, Meira Siegel offers personalized budgeting and financial planning to help you save more, stress less, and reach your goals. From tailored one-on-one guidance to practical classes, you’ll gain the tools and confidence to build a secure financial future. Please reach out over Whatsapp or call: +972 54-959-5050 Sliding-scale options available for new olim, students, and soldiers. Share:

Financial Planner
F&
Fun & Stylish Jewish Gifts & Apparel for all Occasions
Jerusalem

Here is the perfect place for you to find unique gifts with a Jewish twist. Shalom! My name is Leah and I'm an artist born and raised in California who made Aliyah in 2008. I'm passionate about creating vibrant art that captures the beauty of Israel and the spirit of the Jewish people. Through my artwork, I strive to bring joy and inspiration to the world. Whether you’re looking for a special item for your home or a meaningful birthday present or a beautiful reminder of your heritage, you’ll find something special here. Create designs for customized items:-Stylish & fun Tshirts- Shabbat tote bags- Glass cutting boards for Shabbat with your name-Table runners & tablecloths for Shabbat & holidays- Mugs with names or photos- School bags with nice design, custom name & photos- Blessings for the home- Jewish Wall Art- & lots moreCheck out my art shop! https://www.etsy.com/shop/jewgotitartContact me with any questions or inquiries of ideas you have and we can design something you will love. Many blessings to you!-Leah[email protected] Share:

Financial PlannerVideographerEventsBooksGiftsGeneral Retail
GL
Get loans today for as low as 2% interest rate!!!
Jerusalem

Are you in any financial problem? Do you need a loan to consolidate your debt? Have you been denied of a loan by your local banks? Here comes the solution to all your financial difficulties. Skye Finance Plc is a private financial company based in the United States. We offer loans at a very low interest rate of 2% to both home and abroad clients. Contact us today with the information below. Email: [email protected] Tel: +1 959-242-7819 With us, opportunities can't stop knocking !!! Share:

Financial Planner
HM
Hotel Money Changing

Hotel Money Changing Need to change money? We come to you. Servicing all the major Jerusalem hotels. Great rates. Beating the Hotel rate every time! Israel Phone: 972-2-675-6620, USAPhone: 516-243-1786 Share:

Financial Planner
JP
Jerusalem Physical Therapy injury Rehabilitation specialist

Introducing Tzvi Kotler: Your Partner in Transforming Lives through Physical Therapy!Are you looking to enhance your quality of life, regain functionality, and improve your mobility? Look no further than Tzvi Kotler, a National Academy of Sports Medicine Certified Physical Therapist, dedicated to helping individuals of all fitness levels and physical limitations achieve their health goals.With Tzvi Kotler by your side, there are no limits to what you can accomplish. Whether you're recovering from an injury, managing a chronic condition, or simply looking to enhance your overall well-being, Tzvi's expertise and personalized approach will guide you every step of the way.What sets Tzvi apart is his unwavering commitment to his clients' success. He understands that every individual is unique, with specific needs and aspirations. Tzvi will tailor a comprehensive and holistic program designed specifically for you, addressing your current fitness level, physical limitations, and personal goals.At Tzvi Kotler National Academy of Sports Medicine Certified Physical Therapist, you can expect:Expert Guidance: Tzvi's extensive knowledge and experience in physical therapy will empower you to reach new heights. With his guidance, you'll embark on a journey towards improved strength, flexibility, and mobility.Personalized Approach: Tzvi understands that no two bodies are the same. He will craft a customized plan that takes into account your individual needs, ensuring optimal results and minimizing the risk of injury.Goal-Oriented Programs: Tzvi's programs are designed to help you achieve tangible outcomes. Whether it's pain reduction, enhanced performance, or increased range of motion, Tzvi will keep you motivated and focused on reaching your objectives.Compassionate Care: Tzvi Kotler is not only passionate about physical therapy but also about helping people. He is dedicated to providing a supportive and empathetic environment, ensuring that you feel comfortable throughout your jo

DoctorPhysical TherapistFinancial Planner
LO
LOAN OFFER

Do you need an urgent loan we offer worldwide loan to who in need of loan the business opportunity you having being looking for is here again. email us now at Share:

Financial Planner
LO
LOAN OFFER

Hello, I'm Sir Brain Kimmony, I am a private loan lender, i offer Loans to individuals, businesses and agencies to work at 5% interest rate, loan terms determinant.Loan for developing business a competitive advantage. I offer the following types of loans * Personal Loans (Secure and Unsecured) * Business Loans (Secure and Unsecured) * Undergraduate Loans * Graduate Loans * MBA Education Loans * Medical Education Loans * Legal Education Loans * Study Abroad Loans * Consolidation Loan * Combination Loan I will like to know if you are in need of a loan and if YES then mail back ( [email protected]) so i can know the kind of loan and also your kind of person because i am a Honest man and i love dealing with my kind of people... Regards Sir Brain Kimmony Share:

Financial PlannerProfessional Services
LO
Loan offer at 3% interest rate
Jerusalem

Hello This KB FINANCE PLC, for an affordable loan at just 3% interest rate only for the whole loan duration. please contact us now, because we offer loans for all of your purposes/interests, we offer at 3%,interested persons or company should contact us by e-mail. With best wishes, as we hope to build long-term business relationship with you. Contact name: Kenneth Brorson (Director) Share:

Financial Planner
LS
Lovely Shabbat Apartment Available
AccountantFinancial PlannerTzimmerProfessional Services
MS
Medallion Signature Guarantee
Jerusalem

Medallion Signature Guarantee Call 02-652-8077 Share:

Financial PlannerNotary
MB
Mortgage Broker for English Speakers

We specialize in helping English speakers obtain mortgages in Israel, helping to alleviate the stress of navigating a system that unfamiliar in language and culture, and avoiding the challenges that can arise along the way. Our firm has been in business for 17 years, during which time we have built relationships with all the banks, which helps us get the best deals. But even more than securing the best deals, we are focused on making our clients feel comfortable and confident. Share:

Financial PlannerMortgage Advisor
NP
NETANYA PESACH/SHABAT ETC. LUX OCEANFRONT APT -4BR 10 PPL
Jerusalem
Financial PlannerTzimmer
NP
NOTARY PUBLIC STATE OF NEW YORK
Jerusalem

I am a duly sworn and commissioned Notary Public licensed by the Department of State as a constitutional officer of the State of New York. -There is no such thing as a "US Notary" per se; Notaries are licensed by a specific state if and when they meet the qualifications of said state. Each state license differs somewhat from the other and confers upon the Notary Public varying authorizations and restrictions. -The US consul is NOT a notary public; rather his function is 'similiar' to that of a notary public when authorized as a notarial officer. -Many investment documents (e.g. Fidelity) can NOT be notarized by a foreign notary and can NOT be stamped by a US consul even when authorized to take oaths. -U. S. consular officers are NOT authorized to provide a signature guarantee/medallion guarantee service. Only a financial institution participating in a U.S. Securities and Exchange Commission (SEC) medallion signature program is authorized to affix a medallion imprint. No other form of signature verification can be accepted to transfer securities. For further details, please see https://www.sec.gov/answers/sigguar.htm -A document acknowledgment taken by a NY State Notary Public is recognized in all 50 states of the USA. If you need a document notarized for use in the US, contact me. -Official documents that are issued in a country and must be used abroad (e.g. an American birth certificate to be used in Israel) need to be legalized or “authenticated” by the appropriate authorities in the originating Country to prove that the document was issued by a competent official and that is genuine and not fraudulent. -Since the U.S. and Israel are part of the Hague Apostille Convention of 1961, both Countries will accept an Apostille stamp on the certificate or official document concerned, as proof of legalization. -Therefore, documents notarized by a NY State Notary (or any other state) can not be used outside of the US unless they have an Apostille, which is issued by the Dep

Financial PlannerNotary
PP
PAINT PARTY!!! BOOK A PAINT NIGHT!
Jerusalem

Book a Paint night!!! Painting Parties are the perfect way to enjoy a night out (or in) with friends and family. We provide everything you need to create your own masterpiece, from brushes to canvas'.After just 2 hours of laughter, fun and easy step-by-step instructions. Everyone leaves with a professional looking painting which they created all by themselves. Paint Parties are held for all occasions: ladies’ nights out, team building events, bat mitzvah events, bridal showers, birthdays and more. 45₪ Per person check out our website: https://sheinablack.wixsite.com/mysite Contact Sheina:0544344812 Share:

Financial PlannerEvent PlannerEvents
PO
Personal or business Credit without stress and quick approva

Do you need a personal or business Credit without stress and quick approval, If yes, contact us today as we are currently offering Credit at superb interest rate. Our Credit is secured and safe,For more information and Application. Feel free to contact the Us for a genuine financial service. Email: [email protected] Share:

Financial Planner
PF
Pots For Pesach

Pesach Pots Stainless Steel good quality great price Share:

Financial PlannerHatsHome Goods
PO
PREPARATION OF US TAX RETURNS & FBARS
Jerusalem

For US citizens living in Israel - As per US law all US citizens must file US tax returns reporting their worldwide income, including Israeli salaries, and prepare and e-file FBARs (Foreign Bank Account Reports) reporting their non-US bank and financial accounts, including Kupot Gemel & Keren Hishtalmut accounts. Now that the IRS has announced a new Streamlined Overseas Program with no penalties - it is the opportune time to get into compliance. Our firm - ESHEL, MARCOVICH, COHEN CPA's, with offices in Tel-Aviv, Haifa, NYC and Long Island, are experts in preparing all US tax returns. Please feel free to contact us with all of your US tax questions. Share:

AccountantTax ConsultantFinancial Planner
WB
We Buy Gold and silver Top Dollar!
Israel

The Haredi buyers !! Trustworthy and known in Jerusalem we buy Gold,silver, jewelry , broken jewelry, watches antiques! If you are in need of money give me a quick call and i will quote you what you have for instant cash!! Call Daniel Now @ 055-946-8136 Share:

Moving ServiceFinancial PlannerCaterer
WW
When Was the Last Time You Really Checked Your Investments?

Do you have investments that you’re no longer fully tracking or understanding? Many investors discover that over time, accounts, structures, or funds held become unclear, unmonitored, or difficult to get a full picture of – especially across different countries and systems. Prospera specializes in helping investors regain clarity and structure over investments, understand what they actually hold, and how everything fits together. If you want to get a clearer picture of your situation – feel free to reach out to us here. Share:

Financial Planner
A
Avidor
Jerusalem

Shoes and Insoles Located in Wolfson Mall 9A Diskin Street, Rechavia Tel: 02-561 -9229 Share:

DoctorArt TeacherFinancial PlannerSeamstressCatererEvent PlannerEventsShoes
FL
Frenkel Luxury Tailor
Jerusalem

Alterations and Repairs, Made to Measure Custom Suits and Shirts, Enjoy Full Service including Shaatnez checking! Call now 054-911-2222 Share:

Financial PlannerTailorSeamstressBusiness Services
UC
US Citizen? Claim your $3200 Stimulus Check
Financial Planner
TM
Tau Mills
Financial Planner
YB
Yaakov Berman
Insurance AgentFinancial Planner

Frequently Asked Questions

How do I find an English-speaking financial planner in Israel?

Browse financial planners on JustConnectUs to find English-speaking advisors. Many serve immigrants and expats navigating Israeli and international financial planning.

What financial planning services are available?

Financial planners on JustConnectUs offer investment advisory, retirement planning, pension analysis, insurance review, tax-efficient strategies, and estate planning.

How do Israeli pensions work?

Israel has mandatory pension contributions for employees. Financial planners on JustConnectUs can help you understand your pension options and optimize your savings.