CoSource Financial Group LLC

Financial ServicesUnited States2-10 Employees

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 

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. 152 W. Main St. New Iberia, LA 70560 (337) 606-9860

Sign up for free to view info

Email Format Employee directory