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Last time updated: 2/6/25, 5:14 PM
About
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.
Frequently Asked Questions
Which days is Karen Codman open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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