Business Hours
Monday 09:30am - 05:30pm
Tuesday 09:30am - 05:30pm
Wednesday 09:30am - 05:30pm
Thursday 09:30am - 05:30pm
Friday 09:30am - 12:30pm
Listed In: Investment Services
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… 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. Read more