What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

      Details

      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.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat

      Contact Info

      Phone:

      Main - 562-728-5800

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

      website

      Reviews

      Be the first to review!
      Write a Review
      Categories
      Insurance, Annuities & Retirement Insurance Plans, Auto Insurance, Business & Commercial Insurance, Health Insurance, Homeowners Insurance, Liability & Malpractice Insurance, Life Insurance, Long Term Care Insurance
      Neighborhoods
      Bixby Knolls, Ridgewood Heights
      Suggest an Edit
      Are you the business owner?Claim This Business
      Data provided by one or more of the following: Thryv, Data Axle, Yext.