Priority Financial Solutions - Priority Financial Solutions

Need help with your FINANCES?

A Different APPROACH

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ONE-STOP SHOP

We handle all of your investments, pensions and insurances in Israel and abroad. Life is complicated enough and finances are even more so. We provide clarity and help clients see the forest through the trees of statements, plans and policies.

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CLIENT CENTERED

Our clients’ interests always come first. We are independently managed and owned, working with leading banks, insurance companies and investment funds, thereby offering a wide array of insurance, investment options and strategies, custom tailored to client’s needs and circumstances.

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PEACE OF MIND

We help our clients achieve peace of mind and by examining your family’s financial situation and measuring risks and goals. Our goal is to make your life easier, with the promise that we provide the best client service possible.

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Relationship

Our goal is to build a relationship with our clients over the long term, and not dependent on a specific transaction, financial product, employer or family circumstance. Further, we strive to establish the trust to service the full extended family from grandparents, children and grandchildren.

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FIRST STEPS

We encourage you reach out for an initial consultation to see if we are the right partners for your needs. Typically, clients come with a specific issue that needs immediate solving, from this we will usually review and address bigger picture items that evolve into long-term client/advisor relationship.

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Information on this Site

THE INFORMATION ON THIS SITE IS NOT INTENDED AS AND DOES NOT CONSTITUTE INVESTMENT, INSURANCE, LEGAL OR TAX ADVICE, NOR IS AN OFFER TO SELL ANY SECURITY, INVESTMENT PRODUCT, INSURANCE TO ANY PERSON OR A SOLICITATION OF ANY PERSON OF TO PURCHASE ANY SECURITY, INVESTMENT PRODUCT OR INSURANCE.

Moshe Klempner

Financial Planner

My goal is to be my client’s trusted expert for financial solutions for their family. I help clients meet their specific goals and objectives spanning investment asset classes, financial products, geographies and currencies.

I provide the optimal combination of highly experienced global asset management along with pension/insurance capabilities, to provide you with a one stop shop for all of your financial needs.

I am licensed as a Portfolio Manager in Israel, regulated by the Israel Securities Authority as well as a licensed Insurance Agent. These licenses combined with over 20 years experience working in the financial services industry, in both Israel and abroad, allow me to provide the highest level of professionalism and service to my clients.

Please feel free to drop me an email at [email protected]

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