Alex Goicoechea is a Premier Banker, registered representative, and Independent Advisor Representative (IAR) with 16 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Alex’s daily goal is to put his clients first, building their trust through high-touch attention and in-depth conversations, while collaborating with a team of specialists and leveraging the best technology. He seeks to guide clients through their financial journeys by developing plans that can change with their lives, address their short- and long-term goals, and help them be prepared for the unexpected.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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