financial_advisers
Profile Investment Services Ltd. (Douglas Goldstein)
Jerusalem
🇬🇧 English-friendly
Cross-border investment firm helping English speakers in Israel manage US brokerage and IRA accounts.
Profile Investment Services, directed by CFP professional Douglas Goldstein, specializes in helping olim and dual US-Israeli citizens manage their American investment and retirement accounts from Israel. The firm is licensed in both the US and Israel and works extensively with English-speaking families, retirees and inheritors. Goldstein also hosts the popular Goldstein on Gelt financial podcast for Anglos in Israel.
Jerusalem