Mosaic Wealth Strategies Group Ltd

  • Financial Services
  • Saratoga Springs NY
  • 6 employees
  • Financial Services
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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 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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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

Steven Kamen

Co Founder & President

Phone Email

Mosaic Wealth Strategies Group Ltd Industry Tags

Social Security
Divorce Recovery
Widow Survivorship
Medicare Simplicity
College Planning
Medicare
Veterans Initiative
Wealth Strategies
Personal Insurance
Retirement Planning
Financial Services
Financial Advisory Services
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Mosaic Wealth Strategies Group Ltd Tech Stack

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FAQ

What is the location of Mosaic Wealth Strategies Group Ltd's headquarters?
The headquarters of Mosaic Wealth Strategies Group Ltd are situated at 120 West Avenue Suite 301, Saratoga Springs NY
What is Mosaic Wealth Strategies Group Ltd's phone number?
Mosaic Wealth Strategies Group Ltd's contact number is (518) 581-1642.
What is Mosaic Wealth Strategies Group Ltd's official website?
The official website of Mosaic Wealth Strategies Group Ltd can be found at mosaicwsg.com.
What is Mosaic Wealth Strategies Group Ltd's current revenue?
As of October 2016, Mosaic Wealth Strategies Group Ltd's annual revenue reached $1B.
How many employees does Mosaic Wealth Strategies Group Ltd currently have?
Mosaic Wealth Strategies Group Ltd employs approximately 6+ people as of October 2016
Which industries is Mosaic Wealth Strategies Group Ltd primarily operating in?
Mosaic Wealth Strategies Group Ltd operates in the following industries: Finance, Credit
Who is the Co Founder & President of Mosaic Wealth Strategies Group Ltd?
Mosaic Wealth Strategies Group Ltd's Co Founder & President is Steven Kamen
What are Mosaic Wealth Strategies Group Ltd's industry tags?
Mosaic Wealth Strategies Group Ltd's industry tags include: Social Security, Divorce Recovery, Widow Survivorship
When was Mosaic Wealth Strategies Group Ltd founded?
Mosaic Wealth Strategies Group Ltd was founded in 2013.

Employee Directory

Key Employees

Maureen Hallaran

Co Founder

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Mary Yuhasz

Director Of Business Development

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