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Yaakov was very knowledgeable and organized. We left with a tremendous amount of clarity about our financial goals and steps towards achieving them. He listened intently and was understanding, practical, encouraging and non judgmental throughout the process. Thanks!
I received professional responsive service (from Yaakov) that was tailored to my needs.
Yaakov helped clarify some financial decisions for us and gave good advice.
As dual US and Israeli citizens, it was especially important to my wife, Karmit and I that we speak to someone well versed in retirement issues in the Israeli financial system as well as the American financial system … (Baruch) listened intently to our concerns and to our queries, explaining everything in terms we could understand … Every question we asked was answered clearly and completely … Karmit and I have worked hard to get where we are today, and we have been very fortunate … we would only engage the services of a financial planner and a portfolio manager we trusted implicitly. The fact that Baruch did not put one iota of pressure on us, made us feel even more confident about asking him to manage our portfolio. (Read the full testimonial for Baruch Labinsky)
Lowell D. Blackman
We have only just started to plan for our financial future. Yaakov took us through the various options available to us and broke down how different routes could work within the Israeli system to help us achieve our goals. He also provided us with additional tools and advice to use in order to continue planning on our own. He was a pleasure to work with and we would highly recommend him.
My husband and I had a recent Skype meeting with Baruch Labinsky. We are about two years from retirement and are planning to make Aliyah. We first learned of Baruch through Nefesh b’Nefesh and then ordered his book on line. We are working through it page by page and are finding it very informative. When we learned that we could meet him by Skype we jumped at the opportunity! We found him warm and engaging, knowlegable and understanding of our needs. We hope to spend more time with him when we arrive in Israel!
Sherrie Banks and Robert Wood, Edmonton, Alberta, Canada
Yaakov was great. I’m looking forward to working with him to take the sheet he reviewed and making it into a template. He was efficient, completed the project within the time frame he projected and to which I agreed, did everything I asked and was insightful – pointing out quite a few things I hadn’t thought of that were relevant to my goals. He also found a few mistakes I had made that would have been disastrous. This alone made it money well spent!
Leah Kaplan, Israelfirsthand.com
Thank you so much. The meeting was really exactly what me and my family needed right now. Please relay our gratitude to Baruch.
I initially met with Baruch regarding my personal finances. He created a clear road map for me, helping to navigate the complex Israeli banking, insurance and tax system. After seeing great results, I had Baruch start assessing my corporate needs. As a business owner, I was stunned to learn how much more there was to do to streamline my company via his direction. Baruch is EXTREMELY knowledgeable, savvy and assertive and has helped me to grow my business dramatically. He has helped not only save a ton of money but he’s helping me structure my business and grow my business. Since hiring Baruch, our company profits have increased 100%. Coincidence? I don’t think so.
Fran Jakubowicz, CEO, www.ecommerceinnovators.com
I have attended one of Brent’s Seminars and have been amazed at not only his depth of knowledge but also his ability to make a dry subject come to life.
Leah Schwarz, Consultant, Highland Park Insurance Consultants Ltd
Baruch succeeded in growing our investment under restricted liquidity requirements and was effective in advising us when we were ready to conclude our purchase in Givat Zeev Hachadasha. He is the consummate American professional helping to navigate the enigmatic Israeli business environment which is unlike anything we were familiar with.
Avrohom Meir Gluck, President, ERM31000, Training and Consulting
We turned to Baruch to help us analyze our current financial situation and to develop a plan for retirement. It was a pleasure to work with Baruch – he was thorough, thoughtful, patient, and practical. Just as important, we sensed from the start that we were working with a true mensch. After two meetings and some homework in between, we came away with a clear picture of our current finances, a detailed projection of what to expect at retirement, and the tools to make informed decisions as financial questions arise in the future. Moreover, we now have a financial advisor whom we trust and can turn to for expert advice, which we already have done since finalizing our plan a few months ago.
Allen Silver, Jerusalem
Thank goodness for Baruch Labinsky!
I have lived in Israel for 13 years, but there are so many complexities to the Israeli financial system that even a veteran immigrant doesn’t fathom. No matter how much one reads, or listens to lectures. Baruch help me evaluate all my pension funds and Israeli insurance, going over every plan and policy with me in detail, and also teaching me how the system works. He made excellent recommendations for changes. I also consult with him about investing in Israel and the US, the special issues related to dual citizens, and how to plan for retirement.
Baruch is extraordinarily patient, has an excellent mind both for details and for the larger overall picture, is extremely responsible, honest and efficient. I can sense how much he also just enjoys helping people. It’s so important to have an honest, well-trained, objective, reliable, licensed person to help manage one’s financial affairs — who understands both the Israeli and North American systems and knows the struggles of ANGLOS. I’m very grateful to have found him and highly recommend him.
Prof. Susan Handelman, Bar-Ilan University
Just wanted to say an official “thank you” to Baruch for spending so much time with us over the past few weeks. His insight, patience and understanding were invaluable to us. It was especially nice to be able to do it all in English!!!
Baruch gave me a clear picture of my holdings and was always on the lookout for me when the financial markets were having trouble. Baruch was very unbiased and gave me an objective view of what was going on. He also accommodated my hours and provided good service.
Jay Hershkowitz, Beit Shemesh
I’ve both worked with Baruch on a professional level and referred clients to him. He gives excellent, solid advice and really takes his clients’ needs into consideration when helping to draw out a plan for investments. The best compliment I can give Baruch is that I was so pleased with his work that I give out his name regularly.
My experience with Mr. Labinsky far exceeded my expectations. His ability to quickly comprehend our current financial situation, future goals and outlook on our income and spending was like a light at the end of a tunnel. Armed with a deep understanding of how people implement real change, he set us on a course that has created order and the promise of a more sound financial future. I highly recommend him.
One of the best decisions we’ve made since moving to Israel is hiring Baruch Labinsky as our financial advisor and investment manager. He really helped us look at the big picture in terms of our financial objectives, long-term and short-term, assessing our desired level of risk, and worked with us to create a detailed plan and portfolio to meet our needs. Baruch has been there for us any time we’ve had a question, and we feel secure with him as much in his integrity and character as in his financial expertise. He has our highest recommendation.
With over 5 years of working with Baruch on behalf of a mutual client, I have grown to deeply respect and trust Baruch for his integrity, understanding of financial matters, and personal caring for the well-being of his clients. Baruch spends time to understand his clients’ needs and to explore with them possibilities for managing large or small funds so that they may build sustainable futures. For the past couple of years I’ve benefitted directly from Baruch’s understanding of how to maximize my consulting wages, social security/bituach leumi, and IRA/pension investments. I look forward to long-term collaboration with Baruch.
I have worked with Baruch Labinsky since mid-2007, just before I made aliyah with my wife and four kids. During that time, it is fair to say that Baruch has revolutionized our personal financial outlook and situation, whether related to the U.S. pension investments we left behind or the “managers insurance” and savings policies we began upon arrival in Israel. In addition, he has provided assistance on innumerable insurance, tax, and mortgage financing questions along the way. Baruch is responsive and competent, and can handle almost any financial-world question you put to him (or know who to refer you to in order to receive an answer). As important, Baruch is extremely careful to avoid conflicts of interest, which we have found to be extremely important (and, unfortunately, rare) in our new Israeli setting.
Yehoshua Ravitz, Yad Binyamin
I’m lost when I try to read those printed statements from the insurance companies, mortgage banks and pensions funds. With patience and professionalism, Baruch carefully explains to me what is at stake for me and my family, and how I can easily make cost-saving changes. Every time I sit with Baruch Labinsky for a financial check-up I come out saving literally tens of thousands of shekels.
Joshua Berman, Bet Shemesh
Baruch is extremely knowledgeable about finance and especially about cross border issues where the structures you set up can make a huge difference to your net income. From the first moment I met him at a NBN conference in Montreal, I knew he would be an invaluable resource in planning my Aliyah from a financial perspective. “Invest” the time to read his latest book and you will tap into a “wealth” of information.
Thank you, Baruch, for the advice you gave me and my wife, both in the course and in our private session. It’s helped us tremendously and we are already starting to see positive changes in our home finances.
Thank you very much! It was a wonderful, excellent, informative series … and I really enjoyed it … אי”ה I look forward to putting what I learnt into practice. Thanks again!
I thought that your course was GREAT! … I feel that I have learned a lot. Not just on how to manage my money, but also on what I want and need. As well as who I really am and want to be. I never thought I would learn that in a financial course. Thank you!
“When we met with you a little over a year ago with all that debt, you said you have clients who turn it around and begin saving – I did not believe we ever could! Thank you so much.”