Mosaic Wealth Consulting - Similar companies

Mosaic Wealth Consulting has been putting the pieces together and providing financial services to clients for mor e than thre ... e decades. Our team is made up of a group of private wealth advisors from Western PA serving clients nationally. We are passionate about helping individuals preserve, grow, and understand their finances so that they can feel secure about both their present and future. Our planners are registered with Lincoln Financial Advisors, a member of Lincoln Financial Group which is a Fortune 500 company offering a diverse range of financial services and solutions. As part of our core values, we take the time to get to know you, your unique situation and your financial goals. With a fully integrated financial planning framework, we then develop objective, comprehensive plans that are customized completely to you. A partnership with us means you can feel confident knowing you have a team of highly skilled professionals focused on you. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal. We can offer securities in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming. Registered associates of Mosaic Wealth Consulting are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp. CRN-3750800-090821 read more