Cosource Financial Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

PO Box 51305, Lafayette, Louisiana, 7050...

Phone Number

(337) 606-9860

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Cosource Financial Group

CoSource Financial Group specializes in providing 401(k) services, fiduciary services, executive benefits, and financial wellness solutions for the workplace. The company is dedicated to working directly with plan sponsors, administrators, business owners, and human resource managers. With a proven history and extensive resources, CoSource aims to be a premier partner for qualified retirement plans in a rapidly changing regulatory environment. Their services include complimentary benchmark reviews of retirement plan fees and services to help clients make informed decisions about managing retirement assets.Explore more
Cosource Financial Group's Social MediaPopular SearchesCoSource Financial Group LLCCoSource Financial Group1st Global Capital CorpCosource Financial Investment & Advisory Group LLCCosource LLCSIC Code 62,628NAICS Code 52,523Show more

Cosource Financial Group Org Chart

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Client Relationship Manager

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Financial Planner & Retirement Plan Specialis...

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Representative

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JC
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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cosource Financial Group

<$5M
1-10
Private
-
2001
DS
Dana ScurriaClient Relationship Manager
<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
-
2006
MR
Manuel RestoFinancial Advisor
<$5M
1-10
Private
-
1989
JI
Jessica IzziManager, Client Relations
<$5M
1-10
Private
-
2011
AC
Azeb ClarkFounder & Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cosource Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cosource Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cosource Financial Group.

Cosource Financial Group Tech Stack

A closer look at the technologies used by Cosource Financial Group

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Frequently Asked Questions Regarding Cosource Financial Group

What is Cosource Financial Group's official website?
Cosource Financial Group's official website is www.cosourcefinancial.com
What is Cosource Financial Group's Revenue?
Cosource Financial Group's revenue is <$5 Million
What is Cosource Financial Group's SIC code?
Cosource Financial Group's SIC: 62,628
What is Cosource Financial Group's NAICS code?
Cosource Financial Group's NAICS: 52,523
How many employees does Cosource Financial Group have?
Cosource Financial Group has 1-10 employees
What industry does Cosource Financial Group belong to?
Cosource Financial Group is in the industry of: Finance, Securities Trading
What is Cosource Financial Group competition?
Cosource Financial Group top competitors include: Black Box Pension Advocates, Southbridge Advisors, Chairvolotti Financial, Retirement Plan Consultants
What technology does Cosource Financial Group use?
Some of the popular technologies that Cosource Financial Group uses are: WordPress.org, PHP, Eploy, Google Cloud Web Serving
How do I contact Cosource Financial Group?
Cosource Financial Group contact info: Phone number: (337) 606-9860 Website: www.cosourcefinancial.com
What does Cosource Financial Group do?

CoSource Financial Group specializes in providing 401(k) services, fiduciary services, executive benefits, and financial wellness solutions for the workplace. The company is dedicated to working directly with plan sponsors, administrators, business owners, and human resource managers. With a proven history and extensive resources, CoSource aims to... be a premier partner for qualified retirement plans in a rapidly changing regulatory environment. Their services include complimentary benchmark reviews of retirement plan fees and services to help clients make informed decisions about managing retirement assets.Read More

What are Cosource Financial Group social media links?
Cosource Financial Group Linkedin page
Is Cosource Financial Group a public company?
Cosource Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cosource Financial Group

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