At SBA Financial Solutions, we provide comprehensive pension and financial support for employees, self-employed and companies. Our goal is to provide you with most of the tools, training and support to invest all your money and savings with great caution, efficiency and responsibility in the challenging economic environment. Our vision is to provide the best service, the most efficient and professional service, a personal attitude and a unique financial and pension portfolio that suits you personally. We cherish and appreciate the commitment given to us and the mission in the profession and therefore we will strive to achieve your goals in the most reliable and professional manner.
Our ultimate goal - to put your future and your family's future in the center.
Independent and Companies
Financial planning is essential in the Israeli market conditions, which are constantly changing. It is important for us to accompany you both financially and pensionally, to provide comprehensive advice that will help you, an independent small, medium or large business owner, to meet the complicated conditions of your business. We will collect information about the company's portfolios and financial instruments, check with you the options that are suitable for you in the market and select the most appropriate investment instrument in consideration of the tax factors. In addition, we will accompany the company's employees and choose from them a selection of investment houses and insurance companies with whom we manage the savings instruments under the best conditions. Finally, we will continue to help you with the various investment houses and examine the financial instruments from time to time to confirm that you are in the right management and most suitable for you.
Families and Individuals
We understand the importance of personal escort and building a long term relationship with our customers and their families. In a challenging economic environment with highly variable regulation, we would like to give you the opportunity to receive comprehensive financial advice from an objective body that will examine your family's financial assets and pensions and bring you to meet your financial goals. After a consultation session, we will work with you to collect information about you from the pension clearing house, the securities and deposits portfolios, finding lost assets, etc. Then we'll look at your needs and together we can reassign the assets more wisely. After the process, we will continue to accompany you and periodically examine your needs in order to respond to the changes taking place in your life and in the markets.
our way to financial success
As more and more customers are taking the money out of bank deposits, are you also looking for the right investment product for you? We are here for you and our customers are our number one priority. We are ready to go a step further to make sure you are completely satisfied with the choice of investment channel we offer. Our services are designed to meet any type of investment in order to maximize profits with great care, professional responsibility and concern for your family's financial future. We examine together with you the different options available to you in relation to a number of different companies in a neutral manner and take into consideration the aspects of taxation, costs, long-term yields and changes in regulation. We believe that choosing the right investment product is a very important and important added value that ultimately makes the difference. Contact us to find out how we can help you.