Company Overview
- Headquarters
- 120 West Avenue Suite 301, Saratoga Springs NY
- Website
- mosaicwsg.com
- Phone
- (518) 581-1642
- Employees
- 6
- Founded in
- 2013
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
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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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
1M | 14 | New Hope, PA | 1977 | |
1M | 5 | Farmington, CT | ||
1M | 3 | Berkeley, CA | 1998 | |
1M | 4 | Miami, FL | 2014 | |
1M | 6 | Pasadena, CA | 1999 |