ABOUT TOBOLSKY FINANCIAL ADVISERS
Tobolsky Financial Advisers is a unique business in the field of finance, specializing in personal counseling to private buyers on mortgage processes and insurance policies in Israel. Our expertise includes obtaining funding for projects from all financial institutions in Israel – both official as well as private entities – for home buyers, developers, and managers of acquisition groups.
MANAGEMENT
MOSHE TOBOLSKY
CEO
Married to Sara + 5.
Moshe has been dealing with real estate since 2005. His desire to help and affect change has made him a serial entrepreneur. An expert in long-term financial planning, Moshe derives his greatest satisfaction from utilizing financial tools to achieve savings and financial leveraging for thousands of families. Moshe is a former mortgage banker at Mizrahi Tefahot.
SHLOMI BERNSTIEN
INSURANCE DEPARTMENT MANAGER
Married to Tuvy + 4.
Shlomi thinks, eats, drinks and breathes his clients’ savings. An expert in private and pre-retirement financial planning, Shlomi is licensed by the ISA as a financial marketer and by the Commissioner of Insurance as a pension marketer.
MATAN MIZRAHI
PRIVATE CLIENT ADVISER
Married to Kineret.
Matan is the man who guides the clients, chases after the bankers and cannot fall asleep at night as long as there are loose ends remaining. Matan plans each mortgage as though it is his own and takes it personally if a banker forgets that his client is the most important person on earth. Matan is a former mortgage banker at Mizrahi Tefahot.
TOBOLSKY MORTGAGE CONSULTING
Tobolsky was founded in 2011, and is managed by mortgage bankers; former Mizrahi-Tefahot Bank employees who decided to utilize their inside knowledge and familiarity with the system to pursue the clients’ goals instead of the bank’s. From its inception, the emphasis at Tobolsky was on uncompromising reliability and professionalism. Satisfied clients warmly referred family members and friends, and the business quickly grew to assist more and more home buyers, requiring no marketing or advertising as it gained popularity and fame.
In 2013, the company established its special department for managers of acquisition groups, later expanded to include the financing of residential construction projects in general, as well as external underwriting services for funding agencies.
Today, this department is one of the largest of its kind in Israel. Over the years, the company accrued tremendous experience and connections with all financial institutions in Israel: banks, insurance companies, and private companies, for credit for real estate development.
Thank G-d, our list of clients is constantly growing through clients’ recommendations alone; a fact which serves as an endless source of motivation for us to continue maintaining and upgrading our high standards of service and accomplishments on behalf of our clients. Along with the growth in our client base, we increased the number of professional consultants available so that clients can continue to receive the full, personal attention they deserve.