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Aaron Katsman-Lighthouse Cap.
Referral from
Feb 15, 2017
Shawn R.:
Does anyone know any financial advisors in the Tel Aviv area?
Rachel M.:
Aaron Katsman Is in Jerusalem, but the best. I strongly recommend that you speak with him. www.aaronkatsman.com HCC International Services Inc
Referral from
May 07, 2013
Adalia V.:
Does anyone have a contact here in Israel who knows how to file taxes in the US for someone who has made Aliyah?
Natalie H.:
Chaim Wigoda hcc31@hallmarkcc.com A.Weil - Law Office
Frequently Mentioned on Social Media
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Referral from September 7, 2015
Sarah K. asked:
Looking for an English speaking Financial Consultant willing to travel to Ashkelon. Any leads?( Rifka said it was too far for her to travel).
Thanks guys.
Ari I. replied:
Richard Gussow?
Debbie Z. replied:
Jody Blum of minus plus.org
Candy S. replied:
Suzy Kahati is great! Tel: 054-4217207 www.suzykahati.com
Rifka L. replied:
Sarah Kaye to find someone local in Ashkelon look at the Union of home economy adviesrs site. YOu can veiw via city and find someone nearby, then see who speaks English. http://iuhe.org.il/%D7%A8%D7%A9%D7%99%D7%9E%D7%AA-%D7%94%D7%97%D7%91%D7%A8%D7%99%D7%9D-%D7%91%D7%90%D7%99%D7%92%D7%95%D7%93/
Candy S. replied:
Suzy Kahati is a family financial adviser not a investment manager. She travels all over - Ashkelon not a problem. If this is the service they are looking for they can give her a call.
Debbie Z. replied:
Jody Blum
Referral from November 30, 2016
Batsheva G. asked:
Looking for suggestions on how to automatically invest a set sum of money every month - from what I understand it's either a pikadon, which doesn't help much with...
Talia R. replied:
I used to have something like this with Bank HaPoalim. They automatically redirected an amount of my salary to a savings type account. Probably interest wasn't great but better than nothing. I don't remember details though.
Chaya C. replied:
http://www.bni.co.il/2008/main_new.asp?cat=members&sCat=member&member_id=2354&group_id=9 this guy has a great demeanor, haven't used him but met him and was so nice
Yaakov L. replied:
Philip Braude in Beit shemesh. He specialises in working with israeli residents who are also foreign nationals. http://www.philipbraude.com
Referral from December 1, 2015
Stanley K. asked:
I am looking for a financial advisor (not for me) for a retired couple who have a mixture of investments, pensions, mortgage etc. They want someone to give advise about...
Mark V. replied:
Hello Stanley please email and i eill be happy to help - mark@mbvrealestate.com
Elouise G. replied:
Rifka Lebowitz is the admin for this group. http://rifkalebowitz.com/ although she is in the mercaz
Referral from February 28, 2016
Ayelet T. asked:
Asking for a friend. Looking for a financial advisor familiar with US and Israel law.
Shannon R. replied:
Ariel Rosenthal, CPA Phone: 058-411-4030 E-mail: arielrosenthalcpa@gmail.com
Referral from January 9, 2016
Ingrid S. asked:
I am looking for a financial advisor (recommendation) with Israel and UK knowledge
Jissachar P. replied:
I'll be happy to help you. Please PM or call me 054-4287055.
Jissachar P. replied:
For more information www.polakinvestments.com
Referral from June 14, 2017
Cathy Y. asked:
Is there such a thing as a financial advisor who can advise on both Israeli and American finances? I have one in the US and my husband has one here. Neither of them can...
Ahuvah B. replied:
Yup. I recommend https://www.facebook.com/620746514636154 Baruch Labinsky
Ahuvah B. replied:
PS - you should also talk to https://www.facebook.com/314394155262763 Rifka Lebowitz - Financial Consultant
Referral from December 8, 2015
Shara M. asked:
Can anyone recommend a financial advisor that I could speak to privately? Thanks!
Naomi G. replied:
Moshe Cohen
Elouise G. replied:
Rifka Lebowitz, she'll point you in the right direction if she is not the right person for our needs. http://rifkalebowitz.com/
Gitta K. replied:
Suzy Kahati
Ros B. replied:
Suzy Kahati
Donna G. replied:
Rifka Lebowitz is the best in Israel!!!
Rachel H. replied:
Rifka Lebowitz's great, David Litke Budget Counselor is also good, we use Baruch Labinsky.
Referral from September 17, 2013
Danna G. asked:
Can anyone recommend a good accountant/financial advisor familiar with tax laws for olim from the US?
Ingrid A. replied:
david rosenbaum (03) 696 2291 working w him now. professional, knowledgable & generous w info &time. good rates, too.
Sara C. replied:
Ely Cole
Adina G. replied:
Check out Eran Amir on fb, he's great, great English and knows international law - works at KPMG and will be happy to get private work. Recently finished his MBA for accountants
Referral from August 11, 2015
Shannon R. asked:
Looking for recs for a financial advisor that speaks English and is based in/can come to Tel Aviv? Someone familiar with American system (banks, retirement accounts,...
Lisa A. replied:
I recommend Moshe Cohen. 08-9700479, 0548136127. He's from South Africa, and specializes in helping people find the best mortgage, interfacing with the banks, lawyers, etc.
Elouise G. replied:
Rifka Lebowitz
Referral from February 15, 2017
Shawn R. asked:
Does anyone know any financial advisors in the Tel Aviv area?
Referral from July 6, 2015
Siobhan S. asked:
Looking for recommendations for a financial advisor (or something similar) to help understand how to split my pension, relevant rates etc.
Marc D. replied:
LFSII Recommendations
Jonathan D. replied:
I am an objective pension adviser. PM me or call 052-790-6824 for a free 15 minute consultation
Referral from April 8, 2016
Rhonda G. asked:
Can anyone recommend a financial advisor/ accountant in the center of the country that understands US and Israeli tax laws - preferably in Rishon Rehovot area. I have...
Shara E. replied:
Talk to Ariel Rosenthal. She is fantastic and responsive. Arielrosenthalcpa@gmail.com
Referral from May 4, 2016
Sharon B. asked:
Can anyone recommend a financial advisor to help us make some sense of what we should be doing with the little money we have (or dont have). We want to look into buying...
Jo F. replied:
Rifka Lebowitz
Referral from October 6, 2015
Shira S. asked:
Looking for recommendations for a financial consultant who specializes in Americans living in Israel. Thanks!
Samuel B. replied:
Jonathan Degani
Jonathan D. replied:
I specialize in assisting Olim deal with their pensions and insurance. I also work with other people who handle items such as investments. If you're interested, please call me at 052-790-6824
Referral from August 24, 2015
Efrem L. asked:
We are looking for an accountant or financial advisor who knows U.S. and Canadian tax law.
Pesach W. replied:
Hi Efrem. Please contact me at Pesach@pwtax.com
Referral from August 28, 2016
Pesha R. asked:
Can anyone recommend a good financial institution or a financial consultant that specializes in investment funds for US citizens abroad? (i.e. no mutual funds that are...
Katherine L. replied:
I am a financial consultant in israel for the past 30 years. I am licensed in the u.s. and in israel. I will ve happy to assist you. Katherine Lapidoth 0505 238360
Referral from October 18, 2015
Eyal R. asked:
Can anyone recommend a good accountant or financial advisor who understands both the U.S and Israeli tax systems?
Your recommendations are welcome.
Iris K. replied:
I'm very happy with Shimon Galitzer in Jerusalem
Carol E. replied:
In Netanya, Zeev Kaufman's CPA office. They do Israeli and American returns.
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