S.F.P. – Smart Financial Planning

S.F.P. – Smart Financial Planning

Financial-Services

Company Tagline

Advanced tax solutions ● Alternative Investments ● Insurance portfolio analysis ● Retirement planning

Industry Category
Financial-Services
Company Description

S.F.P. – Smart Financial Planning is a leading financial services firm dedicated to building wealth through expertise, confidence, and integrity. As a member of the Neto Finance Group, S.F.P. specializes in providing advanced tax solutions, alternative investments, insurance portfolio analysis, and retirement planning. S.F.P. – Smart Financial Planning is focused on creating stable and significant wealth growth through smart investment strategies and risk diversification.

Located at Sapir 7, Haifa, IL, S.F.P. – Smart Financial Planning offers a comprehensive suite of services designed to meet the unique needs of high-net-worth clients. The firm's expertise includes financial planning, tax optimization, stock market investments, insurance assessment, and retirement planning. With a dedicated and professional team, S.F.P. – Smart Financial Planning is committed to delivering exceptional financial solutions.

S.F.P. – Smart Financial Planning helps clients navigate the complexities of the financial landscape with tailored strategies and personalized service. We invite the manager of S.F.P. – Smart Financial Planning to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Sapir Kadosh (CEO and Co-Founder at S.F.P – Smart Financial Planning | Senior Finance Professional | Pension Insurance Agent) Vitaly Plotinsky (CEO and Co-Founder at S.F.P – Smart Financial Planning | Partner at Neto Finance Group| Financial Planning Expert – CFP | Optimizing the Wealth of My Clients | Highly Regarded Finance and Investment Lecturer)

Compare Companies Side by Side

Compare S.F.P. – Smart Financial Planning with 3 companies in Financial-Services

4 Companies
Comparison Field
S.F.P. – Smart Financial Planning
S.F.P. – Smart Financial...
Main Company
Stockman of Montana
Stockman of Montana
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Claro Advisors
Claro Advisors
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Rosebank Wealth Group (Pty) Ltd
Rosebank Wealth Grou...
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Founded Year
1953 2012 2009
Company Size
501-1,000 11-50 11-50
City
Miles City, MT Boston, Massachusetts Rosebank, Gauteng
Country
United States South Africa
Skills & Keywords Comparing with main company
20 Total Skills
Financial Planning Tax Optimization Alternative Investments Retirement Planning Wealth Management Insurance Portfolio Analysis Investment Strategy Wealth Growth Financial Stability Pensions Capital tax gain Insurance Exclusive Investments Financial Lectures Investment Management Family Office Stable Income Financial Planner Investment Portfolio Optimization Secured Retirement
12 Total 1 Common 11 Unique
Match 5%
Common Skills:
Wealth Management
Unique Skills:
Banking Commercial Banking Commercial Insurance Commercial Lending Financial Services Mortgage Lending +5
16 Total 16 Unique
Unique Skills:
401ks & 403bs Complete Wealth Management Corporate Retirement Plans Divorce Planning Donor Advised Funds Education Planning +10
1 Total 1 Unique
Unique Skills:
4
Total Companies
1953
Oldest Founded
2
Countries
48
Unique Skills

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Alternative Company Names

This company is also known as

S.F.P. – Smart Financial Planning S.F.P. – 智能财务规划 एस.एफ.पी. – स्मार्ट वित्तीय योजना S.F.P. – Planificación Financiera Inteligente S.F.P. – التخطيط المالي الذكي S.F.P. – Planification Financière Intelligente С.Ф.П. – Умное финансовое планирование S.F.P. – Planejamento Financeiro Inteligente