J. Knobel Investor Services Limited Tied Agent of Mega Equity Securities and Financial Services Public Limited, CySEC license number 011/03.

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Our Process

Honesty, integrity, and trust are the cornerstones of our practice.
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Welcome to J. Knobel Investor Services, Financial Advisors in Nicosia, Cyprus.

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Wealth Management

Comprehensive strategies to grow, protect, and optimize your financial assets.

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Retirement Planning
Tailored plans to ensure a comfortable, secure retirement that meets your future goals.
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Family Wealth
Holistic wealth solutions designed for multi-generational financial security and growth.
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Financial Education
Empowering you with knowledge to make informed financial decisions at every stage of life.
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Wealth Accumulation and Growth

From your first investment to expanding a robust portfolio, our expert advice and market access empower you to achieve more.

Build Your Financial Future with our Financial Planning services.

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Secure Your Retirement

In Cyprus, the state pension is modest—typically €800-€1,200 monthly for a full career, depending on contributions—far below what many need for a comfortable lifestyle.

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Stability Through Regulated Expertise

For those who prioritize “peace of mind” over aggressive growth. Economic uncertainty makes stability a core concern. Let us help you build a stable financial foundation.

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Custom

Our Mission Is to Build Realistic Plans For Each Individual

We understand that financial planning isn’t one-size-fits-all. Our advisors work closely with you to build a financial strategy that meets your specific goals, whether you’re focused on retirement, saving for your children’s education, or simply building wealth for the future. 

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Proven

Smart Investments, Proven Results

Grow your wealth with a team that knows the market. Our investment advisory services focus on creating diversified portfolios tailored to your financial goals and comfort with risk. We take a strategic approach, balancing potential gains with effective risk management to maximize returns over time. 

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Who We Work With

Retirees
We assist retirees in effectively managing their wealth to ensure they can maintain their lifestyle and enjoy a comfortable retirement. Our services focus on maximizing income streams, preserving assets, and addressing healthcare needs, so you can retire with peace of mind and financial security.
Pre Retirees
For those approaching retirement, we provide guidance on building financial stability and enhancing retirement savings. We help you create a solid plan for transitioning smoothly into retirement, addressing everything from income planning to tax-efficient strategies.
Business Owners
Business owners require specialized financial strategies for managing both business and personal wealth. Our team provides comprehensive services, including business growth planning, succession strategies, and asset protection, so you can focus on running your business with confidence.
Families
We work with families to build lasting financial security and wealth that can be passed down through generations. From college planning and homeownership to wealth building and estate planning, we create tailored solutions to help you achieve your family’s unique goals.

It's Never Too Late To Take Control Of Your Financial Future

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