CoSource Financial Group LLC jobs and careers
United States
About CoSource Financial Group LLC
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
- Employees
- 1 to 10
- Headquarters
- United States
Leadership
The top of CoSource Financial Group LLC's org chart, with how many people report into each leader.
Shawn Harrison
Owner
Jobs at CoSource Financial Group LLC
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