CoSource Financial Group

Financial Services • New Iberia, Louisiana, United States • 1-10 Employees

Company overview

Headquarters	152 W Main St, New Iberia, Louisiana 70560, US
Phone number	+13376069860
Website	cosourcefinancial.com
NAICS	52
SIC	628
Founded	2001
Employees	1-10
Socials

Key Contact at CoSource Financial Group

Shawn Harrison

Owner

CoSource Financial Group Email Formats

CoSource Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@cosourcefinancial.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@cosourcefinancial.com	55.6%
{first initial}{last name}	jdoe@cosourcefinancial.com	44.4%

About CoSource Financial Group

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.

CoSource Financial Group revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

CoSource Financial Group has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

CoSource Financial Group has never raised funding before.

CoSource Financial Group Tech Stack

Discover the technologies and tools that power CoSource Financial Group's digital infrastructure, from frameworks to analytics platforms.

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Google Tag Manager for WordPress

WordPress plugins

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

Frequently asked questions

CoSource Financial Group is located in New Iberia, Louisiana, US.

You can reach CoSource Financial Group at +13376069860.

CoSource Financial Group was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

CoSource Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CoSource Financial Group

Shawn Harrison

Owner

4.8

40,000 users