Our Services
At Codrea Financial Services, we provide expert assistance in the following areas:
Investments
- Mutual Funds
- Exchange Trades Funds (ETFs)
- Stocks
- Bonds
- Brokerage Accounts
- IRA/401(k) Rollover
- Roth IRA
- Traditional IRA
- 401(k) / Profit Sharing Plans
- 403(b) Plans
- SEP IRA
- Simple IRA
- 529 College Savings Plan
- Variable Annuities
- Fixed Annuities
Financial Planning & Insurance
- Comprehensive Financial Planning
- Retirement Planning
- Tax Planning Strategies
- College Education Planning
- Estate Planning
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance