CoSource Financial Group LLC Email Format

Financial ServicesUnited States2-10 Employees

CoSource Financial Group LLC operates in the financial services sector with a focus on employer-sponsored retirement plans. With more than 20 years of experience, the firm manages retirement plans along the Gulf Coast, with the strongest footprint in Louisiana and Texas. It offers a range of services including 401(k) plan design and administration, fiduciary consulting, executive benefit plans, financial wellness programs for the workplace, and individual financial planning.

Its approach combines investment monitoring, hands-on employee education, and close collaboration with company owners, plan trustees, and HR managers to support retirement plan participants and sponsors. Securities are offered through Cetera Wealth Services, LLC, and advisory services through Cetera Investment Advisers LLC, with Cetera firms operating under separate ownership. It is based in the United States and maintains its primary Gulf Coast presence in Louisiana and Texas.

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