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Mosaik Wealth Partners
Categories
Finance & Insurance
Hours:
8:30 am - 4:30 pm M - TH
8:30 am - 4:00 pm FR
About Us
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mosaik Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Rep/Contact Info
Christine Cogar, MBA, FPQP®
Sr. Client Relationship Mgr.
- Phone: (513) 965-2923
- Fax: (513) 248-0216
- 1034 Main St Milford OH 45150
Kayla Grimslid, CFP®, AAMS™
Financial Advisor
- Phone: (513) 965-2923
- Fax: (513) 248-0216
- Send an Email
- 1034 Main St Milford OH 45150
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