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Welcome to Codrea Financial Services

Our mission is to help you make smart financial decisions based on integrity, trust and a system catered to your individual needs.

Managing your wealth can be overwhelming.  When you are apprehensive about your financial well-being, we will provide realistic advice to help provide you with financial guidance.  We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals.  

By working together as a team, we will develop a plan, guide you through life’s biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond.  As your primary financial advisor, we envision that Codrea Financial Services will become the first call you make regarding decisions about your money. 

What We Do

Current Clients

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New Clients

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Dentists: Owners & Associates

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Dental Students

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LPL FINANCIAL RESOURCES

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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LPL Research

Click below for a list of helpful documents to offer you additional financial perspective.

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LPL Retirement Plan Tools

LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.

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