Codrea Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial confidence and to provide financial independence.
We truly care about making your dreams a reality and will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Financial planning, investments, retirement accounts (IRA, Roth IRA, 401(k), and more), college savings accounts, life insurance, disability insurance, long term care insurance.
Securities and Financial Planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
www.finra.org
www.sipc.org
For a list of states in which I am licensed to do business, please visit www.codreafinancialservices.com
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
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