Codey O'Daniel, NSSA® Advisor · Bardstown, KY
Codey O'Daniel
Financial Advisor, Thoroughbred Asset Management
www.thoroughbredassetmanagement.com/team/codey-odaniel
Professional Profile
Codey O'Daniel is a dedicated Financial Advisor at Thoroughbred Asset Management in Bardstown, KY, committed to guiding business owners, individuals looking to build wealth, pre-retirees, and retirees towards their financial goals. With a focus on Retirement Planning and Social Security Income Planning, Codey leverages a client-centered approach that emphasizes education and meaningful value. He believes that informed financial decisions start with a solid understanding of the options available, and he strives to build trust through personalized guidance tailored to each client's unique circumstances.
Codey O'Daniel has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
With two years of experience in the financial industry, Codey's mission is to serve as a compassionate advocate for his clients. Rooted in his faith, he reflects a genuine commitment to helping others achieve their financial aspirations. Whether you are planning for retirement or seeking to optimize your Social Security income, Codey is here to provide you with the knowledge and support you need to navigate your financial journey confidently. Trust in his expertise to help you make informed choices that pave the way for a secure and prosperous future.
Disclosure
IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to "buy" or "sell" a security or to conduct any other financial transaction may not be honored
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