Client Testimonials

I started working with Jason immediately following graduation from my pediatric specialty program. My wife, who is also a dentist, also works with Codrea Financial Services. Over the years, we have leaned on Jason to provide guidance throughout many financial decisions, big and small. His knowledge of the financial and dental industries, as well as his overall approach, make him a valuable partner. Jason carefully listens to understand our goals and then he provides guidance to help us make the best decisions for our lives. He also makes himself available when we need him, whether it be an in person meeting, a phone call, or well-thought-out, detailed email response. Recently, I built out a new practice location. The planning was years in the making, and Jason was an important part of bringing the vision to reality. In addition to helping with the financial planning for the space, he was also a great partner, working seamlessly as needed with my realtor and designer.

- Dr. Joel R, Pediatric Dental Specialist

This statement is a testimonial by a client of the financial professional as of 07/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I can’t say enough good things about Jason and his team, especially his executive assistant Pat. When I was just starting my dental career, I had no idea what to look for in a disability insurance policy. Jason took the time to guide me through the process with patience and expertise, helping me choose coverage that truly protected my future. Jason has been there for me every step of the way—not just at the beginning, but throughout the past 14 years. When my husband and I moved across the country and purchased a practice, Jason made sure we adjusted our policies in order to accommodate our new life and careers. Years later, when the unthinkable happened and I needed to apply for disability benefits, I realized just how invaluable Jason’s guidance had been. The company Jason recommended and the policies I had in place were an absolute godsend during an incredibly difficult time. Jason and Pat’s support, knowledge, and genuine care have made all the difference. I am incredibly grateful for everything they’ve done and look forward to continuing this relationship for many years to come.

-Andrea Kline, DDS

This statement is a testimonial by a client of the financial professional as of 04/07/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.