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 so 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 an affiliated with LPL Financial as a Financial Advisor, which means I can offer clients access to a multitude of financial products without any product related bias.
LPL Financial is the nation’s number one independent broker dealer as reported by Financial Planning Magazine June 1996-2012, based on total revenue. Through LPL Financial I have direct access to a team of analysts and tools and technology designed to increase the value and impact of my independent research.
If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email or give us a call at (614) 452-8185. We look forward to helping you pursue your financial goals.