Codrea Financial Services
Codrea Financial Services focuses on financial planning, investments, and insurance products with a specialization in providing services to professionals in the dental community. Jason's focus is to help each of his clients with their specific individual needs and understands that everyone has a completely different financial plan to meet their goals. At Codrea Financial Services, we truly care about making your dreams a reality and will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Securities offered through LPL Financial, Member FINRA/SIPC.
