Mosaic Financial Partners
Investment-Management
Website
Company Tagline
Artfully Assembling Every Facet of Your Financial Life
Industry Category
Business Keywords
Company Description
Mosaic Financial Partners is a leading investment management firm dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Mosaic Financial Partners artfully assembles every facet of your financial life to create a personal mosaic designed to inspire your legacy for generations to come.
Located at 316 E Silver Spring Dr, Suite 300, Whitefish Bay, Wisconsin 53217, US, Mosaic Financial Partners specializes in assisting those who have built successful businesses, practices, and careers confidently prepare for a financially freeing retirement. The firm’s expertise includes key person insurance, legacy and estate planning, business exit strategies, retirement planning, buy/sell agreements, and wealth management.
Mosaic Financial Partners is committed to providing tailored strategies that convert hard-earned assets into funding for lifelong dreams. Discover how Mosaic Financial Partners can help you build a secure financial future. We invite the manager of Mosaic Financial Partners to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and visibility.
Key Personnel / Employees
Compare Companies Side by Side
Compare Mosaic Financial Partners with 3 companies in Investment-Management
| Comparison Field |
Mosaic Financial PartnersMain Company |
Gould Financial Grou...View Profile |
HBKS Wealth AdvisorsView Profile |
Indiana Trust Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1991 | 2001 | 1988 |
|
Company Size
|
— | 11-50 | 51-200 | 11-50 |
|
City
|
Whitefish Bay, Wisconsin | Deerfield, Illinois | Erie, Pennsylvania | Mishawaka, Indiana |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Investment Management
Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Business Exit Strategy
Key Person Insurance
Legacy & Estate Planning
Buy/Sell Agreements
Business Succession Planning
Medical & Dental Practice Financial Planning
|
5 Total
1 Common
4 Unique
Match
9%
Common Skills:
Estate Planning
Unique Skills:
Charitable Giving
Employee Benefits Planning
Investment Strategy
Risk Management Solutions
|
5 Total
1 Common
4 Unique
Match
9%
Common Skills:
Investment Management
Unique Skills:
Insurance Services
Retirement Plan Services
Tax-Wise Investing
Wealth Transfer
|
34 Total
2 Common
32 Unique
Match
18%
Common Skills:
Estate Planning
Investment Management
Unique Skills:
Advisory Services
advisory solutions
Business Retirement Plans
Corporations
Custody of Assets
Employee Benefit Plans
+26
|
4
Total Companies1988
Oldest Founded1
Countries50
Unique SkillsSimilar Companies
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Alternative Company Names
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