This profile has been claimed by the business owner or representative.
Mosaic Asset Partners
- Investment Service
- Towson, MD
About this business
Mosaic Asset Partners is a family-run firm inspired by the families and individuals we serve. In turn, our mission is to inspire you to pursue your own financial goals. At Mosaic, we will assist you in bringing the financial pieces of your life together, creating an all-encompassing plan that evolves as your life changes. Utilizing a consultative and collaborative process, our goal is to provide you with consistently superior service and advice while improving your financial security. We work hard to form a unique partnersh... read more
Location details
1122 Kenilworth Drive, Suite 310, Towson, MD, 21204, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!
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 ... read more
Frequently asked questions about Mosaic Asset Partners
How is Mosaic Asset Partners rated?
Mosaic Asset Partners has a 5 star rating with 2 reviews.
When is Mosaic Asset Partners open?
Mosaic Asset Partners is closed now. It will open at 8:30 a.m.