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) 452-8185

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
Codrea Financial Services's Social MediaPopular SearchesCodrea Financial ServicesCodrea Financial ServiceWww CodreafinancialservicesCodreaCodrea Financia L ServiceSIC Code 62,628NAICS Code 52,523Show more

Codrea Financial Services Org Chart

PhoneEmail
AD
United States flag for contact location.

Executive Assistant

PhoneEmail
JC
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Codrea Financial Services

<$5M
1-10
Private
-
2010
AD
Abigail DayExecutive Assistant
<$5M
1-10
Private
-
2011
JK
James KinseyData Analyst
<$5M
1-10
Private
-
2018
ML
Marisol LopezManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High 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

A closer look at the technologies used by Codrea Financial Services

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Frequently Asked Questions Regarding Codrea Financial Services

What is Codrea Financial Services's official website?
Codrea Financial Services's official website is www.codreafinancialservices.com
What is Codrea Financial Services's Revenue?
Codrea Financial Services's revenue is <$5 Million
What is Codrea Financial Services's SIC code?
Codrea Financial Services's SIC: 62,628
What is Codrea Financial Services's NAICS code?
Codrea Financial Services's NAICS: 52,523
How many employees does Codrea Financial Services have?
Codrea Financial Services has 1-10 employees
What industry does Codrea Financial Services belong to?
Codrea Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Codrea Financial Services competition?
Codrea Financial Services top competitors include: tclwm.com, northeastwealthmanagement.us, Cobblestone Financial Advisors, Investment and Retirement Advisors
What technology does Codrea Financial Services use?
Some of the popular technologies that Codrea Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Codrea Financial Services?
Codrea Financial Services contact info: Phone number: (614) 452-8185 Website: www.codreafinancialservices.com
What does Codrea Financial Services do?

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... s, 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.Read More

What are Codrea Financial Services social media links?
Codrea Financial Services Linkedin page Codrea Financial Services Twitter page Codrea Financial Services Facebook page
Is Codrea Financial Services a public company?
Codrea Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Codrea Financial Services

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