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Videos

A look at the different financial stages a Dentist goes through throughout life and how Codrea Financial Services can help!

Changing your password is one of the easiest things you can do to protect your personal information!

In honor of Black History Month we are discussing African Americans and finances, as well as sharing tips about working towards the American Dream!

Today is National Caregivers Day so of course we got to thinking about long-term care insurance! Check out our latest video to see why you should be thinking about it too! Also, a major thank you to all of the selfless caregivers in the world!

As important as it is to save money, there are ways to save that make your money work better for you! In honor of America Saves Week we share some of those ways with you!

In honor of Employee Appreciation Day I wanted you all to get to know the fantastic and hard-working employees of Codrea Financial Services!

It's International Women's Day and I think it is important that women are just as involved and educated when it comes to their individual and family finances as men!

An instructional video on how to schedule appointments with Codrea Financial Services using the Schedule Once platform.

It's never too early to learn about money and savings! That's why this week's topic is all about easy ways to introduce teens to the concept of saving!


There is still time to contribute to your Traditional or Roth IRA for the 2020 tax year! Watch the video to see how we can quickly and efficiently take care of that for our clients!