Business Information
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.

Opening Times

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

Saturday

Closed

Sunday

Closed

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