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Karen Codman Our Firm provides fee-based planning and wealth management services to mid-career individuals, professionals and business owners and those in or approaching retirement. We believe in a comprehensive approach to planning, and as such we provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products*, and a complete employee benefits packages for small businesses.
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Hours
Regular Hours
Mon - Fri:
Sat:
Neighborhoods
Bixby Knolls, Ridgewood Heights
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Categories
Insurance, Annuities & Retirement Insurance Plans, Auto Insurance, Business & Commercial Insurance, Health Insurance, Homeowners Insurance, Liability & Malpractice Insurance, Life Insurance, Long Term Care Insurance
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