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 

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.

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