Mosaic Financial Associates

Description

• Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help Orthopaedic Surgeons, Specialty Doctors and high net worth clientele and their families with tax-efficient strategies designed to create, protect, and distribute wealth and provide financial freedom and confidence in your investments. Experience has shown us that its no longer enough to merely focus on building a great investment portfolio. While a strong foundation is important, its also crucial to reach beyond the traditional measures to ensure your finances are as healthy and happy as every other aspect of your life. We do this by carefully crafting financial plans with investment and risk management strategies to serve the unique life goals of each individual client. We are fee-based planners who offer not only the planning and design but implementation as well. We offer a wide range of financial vehicles, strategies and services, and have developed a customized collaborative approach to help you identify your goals and make sound decisions in order to reach them successfully. We are also fiduciaries, which means we are legally bound to put your best interests first. We take this role very seriously and hold ourselves to the highest ethical standards. Our clients work extremely hard for their wealth and our focus is to make sure they keep it. Having a personal CFO comprehensively develop and manage their financial objectives is something that brings great value to their lives. Our level of expertise, attention to detail and service, along with the confidence of knowing their plan is on track leaves them perfectly positioned to focus on the things in life which really matter to them.Please contact us if you have any questions about our firm or the range of financial products and services we provide. We look forward to helping you align the pieces of your financial future.
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  Headquarters:960 West Elliot Road Suite 111, Tempe, Arizona, United States

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  Phone Number: +1 480-272-8224

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  Website: https://www.mosaicfa.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Mosaic Financial Associates

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• |  NAICS Code: 999990  |

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