Mosaic Financial Group
About the Business
Mosaic Financial Group, located at 3806 Gunn Highway in Tampa, Florida, is a finance institution dedicated to helping clients achieve their retirement goals. With a focus on creating personalized financial strategies, Mosaic Financial Group works closely with clients to uncover their retirement aspirations and develop a plan to turn those dreams into reality. The institution offers investment advisory services through Continuum Advisory, LLC, and provides a safe and easy-to-follow path for reaching retirement goals. Whether you are looking to secure your financial future or explore alternative investment options, Mosaic Financial Group is here to guide you every step of the way. Schedule an appointment today to begin your journey towards a fulfilling retirement.
Location & Phone number
3806 Gunn Hwy suite a, Tampa, FL 33618, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Shawn, Chris and Lauren are the best. You feel welcomed and part of the family. And they know what they are doing to get you on the right path for your financial well-being."
"Chris, Shawn, and Lauren are the absolute BEST! They are extremely knowledgeable, helpful, reassuring, and just the most AWESOME group of professionals! I had searched for and met multiple potential financial advisors but when I met with fiduciaries Chris and Shawn I KNEW I had found the best fit and did not need to look any further! I completely trust them and would not want anybody else managing my financial interests. Truly great people!"
"Chris, Shawn, and Lauren are an incredible team. We know we can ask them anything and they’ll answer thoughtfully and knowledgeably. We look forward to meeting with them. We share life experiences and a lot of laughter. We have adopted them as our children. We have entrusted our financial future to them and we rest assured we will continue to enjoy and thrive in our retirement! Pat and Connie Jones"
"Attended a class held by this team and was impressed. I wanted to work with a fiduciary that would help me achieve my goals, one that values integrity, and I felt both Chris and Shawn offer this principle. I've only been working with them for a few months on my portfolio, but each meeting has been valuable and I look forward to learning more from them. I realize we've met more often than we will going forward since everything was being set up, but they have assured me that in addition to keeping me apprised, they are available for any questions I may have."
"Chris and Shawn have guided us through a time of uncertainty and confusion when it came to financial planning for our retirement. They were understanding, patient and addressed every question/ concern we had. They presented the information with such ease and clarity. It is great to finally work with someone who we feel has our best interest at heart."
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