Financial Planner in Jerusalem

Looking for a financial planner in Jerusalem, Jerusalem District? Browse financial planner providers in Jerusalem on JustConnectUs, each recommended by real people in your community. Find a trusted financial planner through personal referrals.

28 providers
6 reviews
Showing 28 financial planners in Jerusalem
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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
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
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
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
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
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
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
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
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
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
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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
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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
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
MS
Medallion Signature Guarantee
Jerusalem

Medallion Signature Guarantee Call 02-652-8077 Share:

Financial PlannerNotary
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
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
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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

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