Mosaic Wealth Strategies, Llc

Description

• Mosaic Wealth Strategies LLC is a fee-based financial planning practice, which means that our work is process driven, not product driven. We conduct our process in three stages: Financial Planning: During this stage, we will evaluate and analyze each appropriate segment of the client's financial picture. We will develop a customized financial plan that will assist the client in achieving his/her goals based on his/her needs and desires. Plan Implementation: A plan is only beneficial if it is implemented. Once a plan is completed, the client may choose to implement the plan with us, with an existing advisor, or a combination thereof. Monitoring the Plan: During this important stage, we work with the client on an ongoing basis to monitor the progress of the plan, determine if the strategies are achieving their intended goals, and make adjustments where needed. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of South Carolina, Georgia and Alabama. As such, these services are strictly intended for individuals residing in the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of South Carolina, Georgia, Alabama. No offers may be made or accepted from any resident outside the specific state(s) referenced. 935 South Main Street, Suite 400 Greenville, SC 29601 864-213-5433. Neither Mosaic Wealth Strategies, LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Mosaic Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
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  Headquarters:3 Jessen Drive , Greenville, South Carolina, United States

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  Phone Number: +1 803-434-7000

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  Website: https://www.mosaicwealthstrategies.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Mosaic Wealth Strategies, Llc

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• |  NAICS Code: 621111  |

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