Nilfrank Pio Tan

Financial Advisor

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Yareli E Rodriguez

Director of Operations and Client Service
Office 518-785-4141

Yareli is a New York native born to Puerto Rican parents and is fluent in English and Spanish. She graduated magna cum laude from Union College with a Bachelor of Arts in political science and Spanish & Hispanic studies in 2016.

She joined Frank's team in August 2016 and holds her Life, Health, and Accident license for the state of New York.

She is an active member of her church, and in her spare time she enjoys reading, exercising, and studying foreign languages.

 

Marilena M Popolizio

Office 518-785-4141
 
 

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