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.