Mosaic Wealth Strategies Group
Financial Services • 
Saratoga Springs, New York, United States • 1-10 Employees
Company overview
| Headquarters | 120 West Avenue, Suite 301, Saratoga Springs, New York 12866, US |
| Phone number | +15185811642 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Personal Insurance, Medicare, Retirement Planning, Legacy Planning, Social Security, Wealth Strategies, Medicare Simplicity, Veterans Initiative |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Mosaic Wealth Strategies Group
Maureen Hallaran
Co Founder
Mosaic Wealth Strategies Group Email Formats
Mosaic Wealth Strategies Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@mosaicwsg.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mosaicwsg.com | 50% |
{first name}{last name} | johndoe@mosaicwsg.com | 50% |
About Mosaic Wealth Strategies Group
PASSION At Mosaic Wealth Strategies Group, we are passionate about empowering people to take hold of their financial lives. Our expertise will help you to understand and navigate the often-confusing concepts of personal finances as they relate to Social Security, Widow Survivorship or Divorce Recovery, Wealth Strategies, Medicare, and College Planning. INTEGRATION Our approach is anchored in our "Complete Lifestyle Planning" philosophy. Together, we will assess where you are and where you want to be. As we look for important opportunities for you to take advantage of, we will also identify critical issues and decisions that you may be faced with, as well as potentially dangerous "potholes" that arise during times of change and transition. Here at MWSG, we know that YOU are your best asset when it comes to providing for yourself and your family's future! By exploring and integrating all of the resources available to you, we can help you to protect you income, your retirement, your estate, and, ultimately, your legacy. TRUST With each client, MWSG strives to create a one-on-one relationship built on open communication and compassion, which, in turn, fosters Trust. This 2-way Trust is key as we work together to create and implement a financial plan with achievable goals - YOUR goals for YOUR life! Wouldn't it feel wonderful to know that you had trusted professionals who understand you and your unique situation who are looking out for YOU and your financial well-being as you move forward into your new future? Financial Security -- you deserve it, as does your family. Call us ... we look forward to serving on "Team YOU"!
Mosaic Wealth Strategies Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mosaic Wealth Strategies Group has 1 employees across 1 departments.
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Number of employees
Funding Data
Mosaic Wealth Strategies Group has never raised funding before.
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