Karen Codman

More Info

General Info

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.

Neighborhoods

Bixby Knolls, Ridgewood Heights

Other Link

website

Categories

Insurance, Annuities & Retirement Insurance Plans, Auto Insurance, Business & Commercial Insurance, Health Insurance, Homeowners Insurance, Liability & Malpractice Insurance, Life Insurance, Long Term Care Insurance

Reviews

Details

Phone: (562) 728-5800

Address: 1165 E San Antonio Dr Ste G, Long Beach, CA 90807

Website: website