Codrea Financial Services

Financial planner in Westerville, OH (show on map)

5.0

★★★★★

3 reviews

Codrea Financial Services helps clients make smart financial decisions with integrity, trust, and personalized planning.

Call (614) 452-8185

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About

Codrea Financial Services, led by CFP® Jason Codrea, offers comprehensive financial planning, insurance solutions, investment management, and college planning to help clients achieve financial security and peace of mind.

Specialized focus on dental professionals

CFP® certified advisors

Comprehensive financial planning and insurance solutions

Services

Investments

Mutual funds, ETFs, stocks, bonds, brokerage accounts, IRA/401(k) rollovers, Roth IRA, Traditional IRA, 401(k)/Profit Sharing Plans, 403(b) Plans, SEP IRA, Simple IRA, 529 College Savings Plan, Variable Annuities, Fixed Annuities.

Diversified portfolio options Retirement account management College savings planning

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.

Holistic financial strategy Insurance solutions tailored to income protection Estate and legacy planning

Credentials & Certifications

Certified Financial Planner (CFP®)

Since 2003

Chartered Money Manager (CMFC)

Since 2003

Reviews

Rating

★★★★★

Reviews

"Jason always provides tailored advice to our needs."

Frequently Asked Questions

What is the role of a CFP® professional? +

A Certified Financial Planner (CFP®) is a designation earned by financial advisors who demonstrate extensive experience, pass a rigorous exam, and commit to ethical standards, ensuring they provide comprehensive financial planning advice.

How does disability insurance benefit dental professionals? +

Disability insurance provides income protection for dental professionals, ensuring financial stability if they are unable to work due to illness or injury, covering a portion of their salary during recovery.

What types of investment options are available? +

Codrea Financial Services offers mutual funds, ETFs, stocks, bonds, brokerage accounts, IRA/401(k) rollovers, Roth IRA, Traditional IRA, 401(k)/Profit Sharing Plans, 403(b) Plans, SEP IRA, Simple IRA, 529 College Savings Plan, Variable Annuities, and Fixed Annuities.