CodreaFinancial's profile picture. Comprehensive financial planning services.  Securities offered through LPL Financial, Member SIPC http://sipc.org

Jason Codrea

@CodreaFinancial

Comprehensive financial planning services. Securities offered through LPL Financial, Member SIPC http://sipc.org

Today, we honor the courage, sacrifice, and service of our veterans. Their dedication has protected our freedoms and helped shape our nation. To all who have served, thank you for your bravery and commitment.

CodreaFinancial's tweet image. Today, we honor the courage, sacrifice, and service of our veterans. Their dedication has protected our freedoms and helped shape our nation. To all who have served, thank you for your bravery and commitment.

Have you thought about how a care event could affect your future plans or financial security? Let’s start the conversation. 👉 Contact us today: codreafinancialservices.com/contact

CodreaFinancial's tweet image. Have you thought about how a care event could affect your future plans or financial security? Let’s start the conversation. 👉 Contact us today: codreafinancialservices.com/contact

Happy Halloween! 🎃

CodreaFinancial's tweet image. Happy Halloween! 🎃

Life-changing events such as marriage, career transitions, or retirement can significantly impact your financial future. For Financial Planning Month, use this checklist to stay prepared and make informed decisions during pivotal mo tinybfs.com/t/YUn5ec

CodreaFinancial's tweet image. Life-changing events such as marriage, career transitions, or retirement can significantly impact your financial future. For Financial Planning Month, use this checklist to stay prepared and make informed decisions during pivotal mo tinybfs.com/t/YUn5ec

Estate Planning Awareness Week Reminder! Think estate planning isn’t for you? Think again. Whether you're single, have no dependents, or just starting out, having a plan in place is essential for protecting your wishes and your futu tinybfs.com/t/ySZvaH

CodreaFinancial's tweet image. Estate Planning Awareness Week Reminder!
Think estate planning isn’t for you? Think again. Whether you're single, have no dependents, or just starting out, having a plan in place is essential for protecting your wishes and your futu tinybfs.com/t/ySZvaH

Here is a chart of the key changes highlighted in the "One Big Beautiful Tax Bill" signed into law on July 4th, 2025. tinybfs.com/t/SSH0jK

CodreaFinancial's tweet image. Here is a chart of the key changes highlighted in the "One Big Beautiful Tax Bill" signed into law on July 4th, 2025. tinybfs.com/t/SSH0jK

Did you guess the trivia question right? Let us know your answer in the comments! We love hearing from you!

CodreaFinancial's tweet image. Did you guess the trivia question right? Let us know your answer in the comments! We love hearing from you!

With 20+ years of experience, I offer personalized financial guidance for small business owners—especially dental practices. 📞 Contact me today: codreafinancialservices.com/contact

CodreaFinancial's tweet image. With 20+ years of experience, I offer personalized financial guidance for small business owners—especially dental practices. 📞 Contact me today: codreafinancialservices.com/contact

The fall season is finally here! What better way to celebrate than with some fun fall trivia? 🍁 Drop your answers in the comments below, and stay tuned for the reveal on 9/29!

CodreaFinancial's tweet image. The fall season is finally here! What better way to celebrate than with some fun fall trivia? 🍁 Drop your answers in the comments below, and stay tuned for the reveal on 9/29!

For the 13th year in a row, Codrea Financial Services has been awarded Best of Columbus for Financial Advisory Services!

CodreaFinancial's tweet image. For the 13th year in a row, Codrea Financial Services has been awarded Best of Columbus for Financial Advisory Services!

This Patriot Day, we honor and remember the lives lost and the heroes who emerged on 9/11. Let’s come together in reflection and gratitude. #NeverForget

CodreaFinancial's tweet image. This Patriot Day, we honor and remember the lives lost and the heroes who emerged on 9/11. Let’s come together in reflection and gratitude. #NeverForget

At Cordera Financial Services, we help you find the right life insurance solutions to safeguard your loved ones and secure your legacy. 👉 Learn more and get started: codreafinancialservices.com/services

CodreaFinancial's tweet image. At Cordera Financial Services, we help you find the right life insurance solutions to safeguard your loved ones and secure your legacy. 👉 Learn more and get started: codreafinancialservices.com/services

🎉 Happy 401(k) Day! Let’s celebrate by getting smarter about retirement planning. jason-codrea-lpl-com.advisorstream.com/401k-planning-…

CodreaFinancial's tweet image. 🎉 Happy 401(k) Day! Let’s celebrate by getting smarter about retirement planning. jason-codrea-lpl-com.advisorstream.com/401k-planning-…

Happy Labor Day! Today, we celebrate the hard work and dedication of all individuals. Whether you’re relaxing or tackling a project, enjoy your well-deserved break.

CodreaFinancial's tweet image. Happy Labor Day! Today, we celebrate the hard work and dedication of all individuals. Whether you’re relaxing or tackling a project, enjoy your well-deserved break.

🎉 17th Annual Codrea Classic Golf Outing 🎉 Great golf. Greater impact. 🏌️‍♂️ 88 golfers 👟 2,000+ shoes donated 📦 15,000+ total since 2012 👑 “Sole King” team donated 858 pairs! Thank you to all who contributed!

CodreaFinancial's tweet image. 🎉 17th Annual Codrea Classic Golf Outing 🎉
Great golf. Greater impact.

🏌️‍♂️ 88 golfers
👟 2,000+ shoes donated
📦 15,000+ total since 2012
👑 “Sole King” team donated 858 pairs!

Thank you to all who contributed!
CodreaFinancial's tweet image. 🎉 17th Annual Codrea Classic Golf Outing 🎉
Great golf. Greater impact.

🏌️‍♂️ 88 golfers
👟 2,000+ shoes donated
📦 15,000+ total since 2012
👑 “Sole King” team donated 858 pairs!

Thank you to all who contributed!
CodreaFinancial's tweet image. 🎉 17th Annual Codrea Classic Golf Outing 🎉
Great golf. Greater impact.

🏌️‍♂️ 88 golfers
👟 2,000+ shoes donated
📦 15,000+ total since 2012
👑 “Sole King” team donated 858 pairs!

Thank you to all who contributed!
CodreaFinancial's tweet image. 🎉 17th Annual Codrea Classic Golf Outing 🎉
Great golf. Greater impact.

🏌️‍♂️ 88 golfers
👟 2,000+ shoes donated
📦 15,000+ total since 2012
👑 “Sole King” team donated 858 pairs!

Thank you to all who contributed!

Celebrating the incredible sons and daughters who make life brighter every day! Share your favorite photos with your children in the replies. We’d love to see them!

CodreaFinancial's tweet image. Celebrating the incredible sons and daughters who make life brighter every day! Share your favorite photos with your children in the replies. We’d love to see them!

Let’s turn your vision into a financial reality. 👉 Explore your options today: codreafinancialservices.com/services

CodreaFinancial's tweet image. Let’s turn your vision into a financial reality. 👉 Explore your options today: codreafinancialservices.com/services

Don’t miss this special event hosted by the Research strategists at #LPLFinancial. Register today at go.lpl.com/marketupdate

CodreaFinancial's tweet image. Don’t miss this special event hosted by the Research strategists at #LPLFinancial. Register today at go.lpl.com/marketupdate

Get insights from some of investing’s top minds in a 2025 midyear market outlook webinar. Register today at go.lpl.com/marketupdate

CodreaFinancial's tweet image. Get insights from some of investing’s top minds in a 2025 midyear market outlook webinar. Register today at go.lpl.com/marketupdate

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster. Here are the key areas investors must be aware of to help their ride …contentfreshfinance.advisorstream.com/riding-the-rol…

CodreaFinancial's tweet image. In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster.  Here are the key areas investors must be aware of to help their ride  …contentfreshfinance.advisorstream.com/riding-the-rol…

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