Codrea Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. As an LPL Financial Advisor, I can help clients pursue their financial goals by providing comprehensive financial planning services. Every financial plan is tailored to each client’s unique personal and financial situation, and the products and services that I recommend reflect those individual goals.
I truly believe that financial planning is a collaborative process that evolves over time. I make it a priority to keep an open line of communication with my clients and meet with them on a regular basis to make sure we are on track to meet their goals. I am affiliated with LPL Financial as a Financial Advisor, which means I can offer clients access to a multitude of financial products.
Securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial. Member SIPC (sipc.org).
The financial professionals associated with Codrea Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 141 W Schrock Rd, Westerville,ohio 43081,united States
- Phone
- +1-614-452-8185
- ja****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- codreafinancialservices.com
- Keywords
- | LinkedIn.
- HQ
- Westerville, Ohio
Codrea Financial Services Questions
Codrea Financial Services's helpline number is +1-614-452-8185
Codrea Financial Services's website is codreafinancialservices.com
Codrea Financial Services's LinkedIn profile is https://www.linkedin.com/company/codrea-financial-services
Codrea Financial Services has
2 employees.
View email and phone details for 2
employees at Codrea Financial Services.
Codrea Financial Services's industry is
Financial Services
Codrea Financial Services's top competitors are
Carmax,
River,
Kemba Financial Credit Union,
Mutual Of Omaha Mortgage,
Compound,
Kbc Advisors,
Stratagem Management,
Lido Advisors, Llc,
Northavenue Financial Advocates,
Harbor Group Management Company.
Codrea Financial Services's support email address is jason@codreafinancial.com
Codrea Financial Services's categories are Financial Services
Codrea Financial Services's founding year is 2003
