CoSource Financial Group has over 20 years of experience working with employer sponsored retirement plans. We manage plans along the Gulf Coast with our largest presence being in Louisiana and Texas. The goal of our firm is to provide clients with the best retirement plan experience possible. We accomplish this through our, diligent investment monitoring, hands on employee education programs, and building meaningful relationships with company owners, plan trustees, and HR managers.
Services Offered:
401(k) Plan Design and Administration
Executive Benefit Plans
Financial Wellness for the Work Place
Fiduciary Consulting Services
Individual Financial Planning / Advising
Disclosures: Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment Advisory Services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated Insurance Agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Company Details
- Employees
- 9
- Founded
- 2001
- Phone
- +1 337 606 9860
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cosourcefinancial.com
- Keywords
- Your Custom 401(k) Professionals.
Cosource Financial Group Llc Questions
Cosource Financial Group Llc's helpline number is +1 337 606 9860
Cosource Financial Group Llc's website is cosourcefinancial.com
Cosource Financial Group Llc's LinkedIn profile is https://www.linkedin.com/company/cosource-financial-group-llc
Cosource Financial Group Llc has
9 employees.
View email and phone details for 9
employees at Cosource Financial Group Llc.
Cosource Financial Group Llc's industry is
Financial Services
Cosource Financial Group Llc's top competitors are
Stream Wealth Partners,
Cosource,
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Cory, Tucker, & Larrowe, Inc.,
Mojo Outdoors,
Cosource,
Cosource B.v.,
Cajun Industries, Llc,
Lemoine,
Capitol Consultants.
Cosource Financial Group Llc's support email address is info@cosourcefinancial.com
Cosource Financial Group Llc's categories are Financial Services
Cosource Financial Group Llc's founding year is 2001
