Profile Investment Services

Douglas Goldstein
02-624-2788

www.profile-financial.com/

Recommendations & Reviews

PO Box 7074, 2 HaMaalot Street
Jerusalem, Jerusalem District 91070 (map)

Special Offer

NBN olim will receive a 10% discount on financial planning services and a 50% discount on Profile's educational seminars.

About us

Profile Investment Services Ltd. provides comprehensive financial planning and investment services to people who live in Israel and want U.S. investment accounts.

As the oldest financial planning firm in Jerusalem, licensed both in Israel and America, our expertise in global investments helps you develop financial strategies to meet your goals.

For those who have met a lifecycle event (such as receiving an inheritance, selling a property, retiring, dealing with divorce) or just want to plan for a secure future, we create sensible financial plans and international portfolios.

You benefit from:

Comprehensive financial planning

U.S.-based brokerage accounts with mutual funds, stocks, and bonds, and checking and debit card services

Global portfolios

Money managers and wealth management

FDIC-insured bank deposits (CDs)

Account evaluation and coordination with other professionals to create estate plans and efficient tax management strategies

Clear explanations of investments, statements, and financial plans

Family Office availability

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Recommendations and reviews from 1 person

Referral from November 16, 2015

Tzvi F. asked:

Can anyone recommend a good financial adviser (budget and manage your personal finances) around Jerusalem? You can send a private message if you like. Thanks.

Doc L. replied:
Douglas Goldstein 02-624-2788

-1

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