Yajaira Rodriguez is a Premier Banker with 20 years of financial services experience. Guided by professional integrity, she works closely with a team of experts to help clients and their families take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, ongoing guidance and monitoring, and providing active relationship and risk management. Her daily goal is to put her clients first and build their trust through high-touch attention, in-depth conversations, and technology.
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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