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Mosaic Asset Partners, LLC
1122 Kenilworth Drive, Towson, Maryland, United States
About the Mosaic Asset Partners, LLC
Mosaic Asset Partners, LLC is a finance institution located in Towson, Maryland, United States. Our team of experienced professionals specializes in creating customized investment strategies tailored to meet the unique needs and goals of our clients. With a focus on building long-term wealth and financial security, we offer a wide range of services including wealth management, financial planning, and investment advisory. Visit us at 1122 Kenilworth Drive to learn more about how we can help you achieve your financial goals.
Photos of Mosaic Asset Partners, LLC
1122 Kenilworth Dr #310, Towson, MD 21204, United States
Opening hours of Mosaic Asset Partners, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Mosaic Asset Partners, LLC
"Chris Wasson of Mosaic Asset Partners has been an excellent resource for financial and insurance planning. Recently, we consulted with him regarding a purchase of a long-term care option. He and his partners spent a great deal of time researching the various possibilities for us and we had all but settled on a plan. However, when the insurers finally provided the details of their proposals, Chris pointed out a provision which caused us to reconsider. We would likely not have noticed it ourselves, but in the light of his careful analysis, it became clear that this was not the plan for us. It is these qualities of attention to detail, integrity, willingness to put the needs of the client first, and analysis of long-term consequences that make Chris and his team extraordinary."
"I brought over my pension to Mosaic as they are close to Towson and easy to get to. Steve was extremely great to work with and documented everything I needed to start my financial plan/IRA account and even went the extra steps to help submit the documentation to rollover everything into my retirement account from the agency I worked with. I felt very comfortable with them and I would trust them for future investments I do. I will even probably set up my sons 529 education plan with them next. Thanks again for everything!"
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