About Jose R Rodriguez
Helping homeowners and retirees unlock the right mortgage strategy with clarity, confidence, and peace of mind." With over 27 years in financial services and 13+ years in mortgage lending, I specialize in reverse mortgages (HECM), retirement income planning strategies, and home equity solutions for homeowners age 62+ as well as traditional homebuyers and refinancers. I work with seniors and families to navigate reverse mortgage options, purchase loans, refinance strategies, and home equity access, helping them make informed decisions aligned with their retirement goals, cash flow needs, and long-term financial planning. I have learned throughout the years how life changing these loans can be and focus on educating families about their choices. My wife Barbara and I have raised three terrific children, Katrina, Joseph and Grace and reside in Wilmette.

