Mosaic Wealth Consulting

Mosaic Wealth Consulting We have been providing financial services to our community for more than two decades. Osaic Wealth, Inc.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc.

Let's come together to celebrate Ron Romeo on his work anniversary! Ron has dedicated 37 years to being a private wealth...
09/01/2026

Let's come together to celebrate Ron Romeo on his work anniversary! Ron has dedicated 37 years to being a private wealth advisor, with 22 of those years spent with Mosaic Wealth Consulting. Happy Anniversary Ron!

Let's take a moment to congratulate Sara Rinehart on her 5th anniversary working alongside Don McDade as his Client Rela...
09/01/2026

Let's take a moment to congratulate Sara Rinehart on her 5th anniversary working alongside Don McDade as his Client Relationship Manager. Happy Anniversary, Sara!

Please join us in wishing Vicki Redhair-Brewer a very Happy 4th work Anniversary! Vicki works in our New Alexandria PA, ...
08/08/2026

Please join us in wishing Vicki Redhair-Brewer a very Happy 4th work Anniversary! Vicki works in our New Alexandria PA, Office as Scott Lauer's Client Relationship Manager.

Please join us in wishing Scott Lauer a very Happy 24th year Anniversary as a Financial Advisor! Scott has worked with M...
08/07/2026

Please join us in wishing Scott Lauer a very Happy 24th year Anniversary as a Financial Advisor! Scott has worked with Mosaic Wealth Consulting for the last 9 years in our New Alexandria, PA Office.

Please join us in wishing Don McDdade a very Happy Birthday!
08/06/2026

Please join us in wishing Don McDdade a very Happy Birthday!

Please join us in wishing Stacy Estatico a Happy 3rd "work" Anniversary. Stacy works in our New Alexandria Office as our...
07/29/2026

Please join us in wishing Stacy Estatico a Happy 3rd "work" Anniversary.
Stacy works in our New Alexandria Office as our Medicare and Individual Health Advisor.

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/23/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Please join us in wishing Stacy Estatico a very Happy Belated Birthday!
07/23/2026

Please join us in wishing Stacy Estatico a very Happy Belated Birthday!

250 YEARS IN THE MAKING! 🇺🇸✨Today is not just another Fourth of July—it is America’s landmark 250th Birthday! A quarter ...
07/04/2026

250 YEARS IN THE MAKING! 🇺🇸✨
Today is not just another Fourth of July—it is America’s landmark 250th Birthday! A quarter of a millennium ago, a bold vision of liberty, unity, and independence was born.
Through every challenge and triumph, the American story has been written by generations of dreamers, innovators, and everyday heroes. Today, we honor that journey, celebrate our communities, and look forward to the next 250 years of progress and freedom.
Fire up the grill, look up at the fireworks, and wave that flag extra high today. Happy Semiquincentennial, America! ❤️🤍💙

Money wisdom from Ben Franklin!
07/04/2026

Money wisdom from Ben Franklin!

Address

7467 Route 22
New Alexandria, PA
15670

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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