Mosaic Financial Group, Llc logo
VerifiedFinancial Services· Founded 2005

Mosaic Financial Group, Llc

Susan Sukys founded Mosaic Financial Group in 2005 to provide a new level of service and customization to those who desire a true partnership with their financial advisor. Instead of providing one solution for a specific problem, we deliver comprehensive advice that takes into account the full scope of a client’s finances, goals, and wishes. By incorporating personal accountability and acting as your financial advocate in every stage of life, the advisors at Mosaic Financial Group strive to guide you toward financial freedom. Our goal is to Educate, Empower, and Enrich our clients’ lives. Education about your financial choices leads to a better financial future. We strive to deliver fine-tuned, creative plans individualized to our client’s needs. Empowerment and confidence in your actions can help you stay the course throughout your financial journey. We are your coach, advocate, and biggest supporter. Enrichment, we believe, is about more than material wealth. Money is simply a tool that gives you the freedom to discover what is important to you and to live your best life, however you may define it. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Mosaic Financial Group, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites.

7-day free trial · no credit card

HeadquartersMount Vernon, United StatesEmployees4(1 to 10)Annual revenue<$1MFounded year2005Websitemosaicfg.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

4

1 to 10 range

Open roles

—

no listings

Distinct roles

2

indexed titles

Tech stack

0

tools in use

Monthly traffic

—

organic / mo

Sign up free to see all 2 verified contacts at Mosaic Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

2 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 1 of 2 verified contacts

Top roles at Mosaic Financial Group, Llc

2 distinct titles indexed · top 2 shown.

  • 1financial advisor (fee-based fiduciary)
  • 1junior associate

Sign up to unlock all 2 contacts at Mosaic Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Mosaic Financial Group, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Mosaic Financial Group, Llc | Kipplo Discover