Mosaic Wealth Strategies Group, Ltd

Mosaic Wealth Strategies Group, Ltd Mosaic Wealth Strategies Group, Ltd. INTEGRATION
Our approach is anchored in our "Complete Lifestyle Planning" philosophy. This is an advertisement.

offers Complete Lifestyle Planning with comprehensive services and plans for Medicare, Retirement Planning, Investment Management, Social Security Planning, Legacy Planning, and Personal Insurance. PASSION
At Mosaic Wealth Strategies Group, we are passionate about empowering people to take hold of their financial lives. Our expertise will help you to understand and navigate the often-confusing co

ncepts of personal finances as they relate to Social Security, Widow Survivorship or Divorce Recovery, Wealth Strategies, Medicare, and College Planning. Together, we will assess where you are and where you want to be. As we look for important opportunities for you to take advantage of, we will also identify critical issues and decisions that you may be faced with, as well as potentially dangerous "potholes" that arise during times of change and transition. Here at MWSG, we know that YOU are your best asset when it comes to providing for yourself and your family's future! By exploring and integrating all of the resources available to you, we can help you to protect your income, your retirement, your estate, and, ultimately, your legacy. TRUST
With each client, MWSG strives to create a one-on-one relationship built on open communication and compassion, which, in turn, fosters Trust. This 2-way Trust is key as we work together to create and implement a financial plan with achievable goals - YOUR goals for YOUR life! Wouldn't it feel wonderful to know that you had trusted professionals who understand you and your unique situation who are looking out for YOU and your financial well-being as you move forward into your new future? Disclosures
Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Mosaic Wealth Strategies Group, Ltd. are separate and independent entities. For educational information regarding Medicare visit the official websites for Medicare, http://www.medicare.gov. Medicare has neither reviewed nor endorsed this information. Non-health or non-plan information included. Call to speak with a licensed insurance agent for complete information, including benefits, costs, eligibility requirements, exclusions, and limitations.

Address

120 West Avenue, Ste 301
Saratoga Springs, NY
12866

Opening Hours

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

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