Hello and Shalom!
Welcome to Profile Investment Services!
Hi, I’m Doug Goldstein, Certified Financial Planner™, Global Financial Planner®, & Director of Profile Investment Services, Ltd.
I’m thrilled you’re visiting from the 2023 AACI-Nefesh B’Nefesh Jerusalem Business Conference.
How Do We Help Olim and Business Owners?
Profile Investment Services, Ltd. specializes in catering to Americans like you, who have chosen the beautiful land of Israel to call home and run their businesses. Our expertise lies in:
- U.S. Investment Accounts from Israel: Effortlessly open and manage your U.S. investments right here from Israel
- Receiving a U.S. Inheritance in Israel: Navigate the intricacies of inheriting assets from the U.S. while residing in Israel with ease and confidence.
- Retirement Planning: Chart a roadmap to your golden years, ensuring you have a peaceful and financially stable retirement.
- Financial Planning:
Design a comprehensive financial blueprint that aligns with your goals and ambitions.
- Estate Planning: Ensure your hard-earned wealth and legacy are passed on seamlessly to the next generation.
We recognize the unique challenges and opportunities that arise when moving and establishing oneself in a new country. Our mission is to help you build a secure financial future that capitalizes on these opportunities while planning against potential pitfalls.
Take the Next Step
Need financial advice on running a business and building wealth in Israel?
We are here to discuss your needs. Simply call the office (02) 624-2788 and Sandy or Yoram will get you set up.
If you do not have an immediate need for financial advice, Let’s keep in touch. I’m always sharing my latest The Jerusalem Post articles and new The Goldstein on Gelt Show podcast episodes via email—and we cover topics related to cross-border finance including investing, receiving an inheritance, retirement, and more!
If you’d like to stay updated with these insights, tips, and more, Join My Email List by filling in the form below. We promise to keep you informed.
Here’s to a prosperous journey ahead in Israel! Welcome.
Let’s Keep in Touch!
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