Description

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.

Karen Codman can be found at 1165 East San Antonio Drive Suite G . The following is offered: Financial Planning - In Long Beach there are 1 other Financial Planning. An overview can be found here.

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Map 1165 East San Antonio Drive Suite G