Company Overview
- Headquarters
- 120 West Avenue Suite 301, Saratoga Springs NY
- Website
- mosaicwsg.com
- Phone
- (518) 581-****
- Employees
- 6
- Founded in
- 2013
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$1B
Who is Mosaic Wealth Strategies Group Ltd
Mosaic Wealth Strategies Group Ltd. is a financial services firm headquartered in Saratoga Springs, New York. The company employs 6 people and generates $0.654 million in annual revenue. Mosaic Wealth Strategies Group specializes in providing financial planning services to individuals and families. They offer a comprehensive approach to financial planning known as "Complete Lifestyle Planning." This involves working with clients to understand their current financial situation, goals, and potential challenges, developing a tailored plan to achieve their objectives, and navigating complex financial decisions related to Social Security, Medicare, college planning, wealth strategy, and divorce recovery. Mosaic Wealth Strategies Group emphasizes building trust and open communication with each client. They believe in empowering individuals to take control of their financial futures by providing personalized guidance and support throughout the planning process. You can learn more about Mosaic Wealth Strategies Group and their services by visiting their website at mosaicwsg.com.
Company Leadership
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