Jason Codrea
@CodreaFinancial
Comprehensive financial planning services. Securities offered through LPL Financial, Member SIPC http://sipc.org
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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
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
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!
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!
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
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-…
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!
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
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
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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