Educate
We believe in the importance of educated financial decisions – knowledge is necessary to properly plan for anticipated success.
Empower
We believe empowerment enables you to have confidence in the choices you make regarding your financial future.
Enrich
We believe finances have the potential to enrich your life and create lasting positive change.
We Are Mosaic Financial Group
We’re a boutique financial services firm that specializes in straight talk, delivering value, and building a lasting partnership with our clients.
Where others may see obstacles, we see opportunities. We embrace the “kaizen” philosophy, a Japanese term that embodies the concept of continuous improvement. Our clients seek to improve their financial lives, and as their advocates, we strive to increase our level of service and expertise to meet their needs now and well into the future.
Our Independence
As an independent financial services firm, we do not have sales quotas to meet, nor are we limited to a small selection of company-controlled investments. We get to choose from what we believe to be the best of the best.
While we cherish our independence, we have developed strategic partnerships with leading industry firms to streamline and enhance our services. By tapping into our partners, we strive to offer an elevated client experience unique to each client’s individual needs.
If any of the companies we align with fail to meet our standards, our independence gives us the freedom to find a new alternative.
Check the background of investment professionals on FINRA’s BrokerCheck.
Does Mosaic Financial Group sound like a fit for you?
Contact us today for a 30-minute complimentary consultation.
Mosaic Financial Group, LLC
307 N. Main Street
Mount Vernon, Ohio 43050
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