Codrea Financial Services
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
141 W Schrock Rd, Westerville, Ohio, 430...Phone Number
(614) 452-8185Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
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1
1
1
1
About Codrea Financial Services
Codrea Financial Services specializes in providing comprehensive financial planning and wealth management services tailored to individual needs. Their offerings include insurance, investment, retirement, estate planning, and college planning, aimed at helping clients navigate financial decisions with confidence. The company primarily serves dentists, their associates, and students, ensuring they are prepared for life's financial challenges. With a commitment to integrity and trust, Codrea Financial Services strives to be the first call clients make regarding their financial well-being.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Codrea Financial Services
<$5M
1-10
Private
-
2010
N/A
Company Profile Activity
Activity Insights
Codrea Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Codrea Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Codrea Financial Services.
Codrea Financial Services Tech Stack
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Frequently Asked Questions Regarding Codrea Financial Services
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Codrea Financial Services specializes in providing comprehensive financial planning and wealth management services tailored to individual needs. Their offerings include insurance, investment, retirement, estate planning, and college planning, aimed at helping clients navigate financial decisions with confidence. The company primarily serves dentist... Read More
