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Our Services

At Codrea Financial Services, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • IRA/401(k) Rollover
  • 529 College Savings Plan
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • Tax Planning Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance