Our mission is to help you make smart financial decisions based on integrity, trust and a system catered to your individual needs. Managing your wealth can be overwhelming. When you are apprehensive about your financial well-being, we will provide realistic advice to help provide you with financial guidance.
We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals. By working together as a team, we will develop a plan, guide you through life's biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond.
We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals. By working together as a team, we will develop a plan, guide you through life's biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond.
Services
Codrea Financial Services was founded with the goal of assisting clients in every aspect of their financial lives. As an LPL Financial Advisor, I can help clients pursue their financial goals by providing comprehensive financial planning services. Every financial plan is tailored to each client's unique personal and financial situation, and the products and services that I recommend reflect those individual goals.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
During the initial meeting I will spend the majority of the time listening to you. I will ask you a series of questions designed to help me understand your expectations and your tolerance for investment risk. Specifically, I will explore your reasons for seeking financial advice, your past experiences and your personal and financial goals.
Jason has been working with dentists and dental school students to assist them with their financial needs. He is heavily involved in working with them to be sure they can take advantage of the great resources and contacts that he has with other professionals that also focus on working with dentists.
Jason enjoys connecting with his clients not only during meetings but in social settings. Jason has hosted many events where clients and their guests attend to learn about financial topics or just have fun. Wine tastings, golf clinics, golf outings, happy hours, tailgates, family picnics, and sporting events are among some of the ways the office has hosted events over the years.
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