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Codrea Financial Services

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Columbus
CRD Number
Website codreafinancialservices.com
Client types

Overview

Codrea Financial Services is an independent financial planning and investment management firm headquartered in Westerville, Ohio. Codrea Financial Services was founded with the goal of assisting clients in every aspect of their financial lives through comprehensive planning, investment strategies, and risk management. The firm provides a wide spectrum of services, including retirement planning, tax planning strategies, education funding, estate planning, and protection solutions such as life, disability and long-term care insurance. Codrea Financial Services serves individuals, families, professionals and many dental practitioners, acting as a primary advisor and guide through major financial decisions while leveraging LPL Financial and Private Advisor Group for platform support.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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