Codrea Financial Services Email Format

Financial ServicesOhio, United States2-10 Employees

Codrea Financial Services is a small financial services firm based in Westerville, Ohio. It operates as a financial advisor affiliated with LPL Financial, providing access to a broad range of financial products through that relationship. The firm delivers comprehensive financial planning that is tailored to each client's personal and financial situation.

The planning process is collaborative and ongoing, with the advisor maintaining open communication and meeting clients regularly to track progress toward their goals. Securities are offered through LPL Financial (Member SIPC), and investment advice is provided through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial.

Sign up for free to view info

Company overview Employee directory