Financial Planning Consultants
Codrea Financial Services LLCAbout
About This Business
Products and Services
Investments:
Mutual Funds
Exchange Trades Funds (ETFs)
Stocks
Bonds
Brokerage Accounts
IRA/401(k) Rollover
Roth IRA
Traditional IRA
401(k) / Profit Sharing Plans
403(b) Plans
SEP IRA
Simple IRA
529 College Savings Plan
Variable Annuities
Fixed Annuities
Financial Planning & Insurance:
Comprehensive Financial Planning
Retirement Planning
Tax Planning Strategies
College Education Planning
Estate Planning
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Business Details
- Local BBB:
- BBB of Central Ohio
- BBB File Opened:
- 12/16/2019
- Business Started:
- 1/20/2010
- Business Management:
- Mr. Jason Codrea, Member
Additional Contact Information
- Principal Contacts
- Mr. Jason Codrea, Member
- Customer Contacts
- Mr. Jason Codrea, Member
- Fax numbers
- Primary Fax: (888) 458-5596
Additional Information
- Other Resources
- Division of Securities
77 S High St Fl 22
Columbus OH 43215
Phone Number: 614-644-7381
http://www.com.ohio.gov/secu/ - Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300
Columbus OH 43215
Phone Number: 800-686-1526
http://www.insurance.ohio.gov - Business Categories
- Financial Planning Consultants, Financial Services, Tax Consultant, Life Insurance, Retirement Planning Services, Investment Advisory Services, Stock Brokers, Financial Consultants, Investment Management, Estate Planning and Management, Insurance Consultant, Long Term Care Insurance, Taxes, Annuities, Disability Insurance, Tax Representatives, Pension and Profit Sharing Plans, Trade Exchange, Bond Insurance, Mutual Funds, Fidelity Bonds, College Savings Plans, Surety Bonds, Disability, Bond Brokers
More Resources
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