top of page

Helping you achieve your goals, is our Goal

 

YeeGoals: Banking-Personalized.

For website.png

"YeeGoals – The right Banks and Bankers for your business."

1.png

We offer financial connections for your banking and lending needs to help you achieve your goals, based on your industry and location.(Currently California only)

Why Banking Connections?

What is YeeGoals?

An Industry-Tailored platform offering Community banking products and services. Unlock the best lending solutions tailored to your industry, while forging strategic banking connections to elevate your network. Achieve your financial goals effortlessly because, let's face it, More Money equals More Freedom. 

Raising the bar on the way we approach business banking. Get Connected Now!

Connect Yeegoals.png

Connect

With Financial Professionals inside, Banks, Credit Unions, CDFIs, MDIs and more. 

Compare Yeegoals.png

Compare

Rates, business loan types, financial products, and services that fit within your business industry.

Enjoy Yeegoals.png

Enjoy

Banking promotional rates, the best rates and funding for your industry, provided by the best financial professionals.

What type of Banking Products and Services, You Ask?

  • Bank Term Loans.

  • Bank Line of Credits.

  • SBA Loans.

  • Equipment Financing and Leasing.

  • Business Credit Cards.

  • High Yield Checking Accounts.

  • Factoring.

  • AR Financing.

  • Microlending

  • Commercial Real Estate

  • P.O Financing

  • Stocks Lending

  • 401k Financing

  • CDs

  • HOA Financing

  • And so much more...

Do you need a loan or a Banking Connection?  

Read what our early adopters say:

I'm so excited to start utilizing all the different services that YeeGoals offers. This summer I'm finally starting my own business, and I know YeeGoals will help with every step I need to take in doing so. I know Yosmel personally, and his drive and passion are the perfect engine for this company. Yosmel will go above and beyond to navigate you and give you the tools you need for success. Again, I'm so excited and look forward to working with the whole team at YeeGoals!

As a new entrepreneur, navigating the lending and banking industries is a real challenge. YeeGoals is such a new concept that it is a bit scary to try new things that I am not familiar with. But the fact that I got to know bankers that understand my business and can help me get business credit cards to build my business credit is fantastic. I thought I only needed to work with one bank, but now I feel I have a full team of bankers that want to see me succeed. Joe and his team take the time to research every single bank that they introduce you to ensure that my money is secure. I really look forward to using the mobile app when it is ready, but for the time being, I'm super happy with the services.

With being a new business owner, it is hard to find the right financial tools. Banks will usually give you a credit card and expect you to be happy with it, not taking the time to understand what we need in order to start the right way. This concept of Yeegoals is new, and I like the approach of having conversations with bankers prior to opening a bank account and giving them my trust and money. I look forward to seeing this company grow. We desperately need this kind of product.

Discover insightful reviews about banking experiences. Learn from real customer testimonials.

Blogs & Articles

Explore more topics and build your financial know‑how.

bottom of page