Today, we celebrate International Women’s Day, honoring the strength, resilience, and achievements of women worldwide???? This day holds a rich history, dating back to early 20th-century labor movements in North America and Europe. The first National Woman’s Day in the U.S. was held in 1909, following a garment workers' strike in 1908. The movement’s roots, however, go back to 1848 when Elizabeth Cady Stanton and Lucretia Mott organized the Seneca Falls Convention, demanding women’s civil, social, and political rights. Now celebrated globally on March 8, International Women’s Day symbolizes progress and equality. Officially recognized by the United Nations in 1977, it unites women worldwide, highlighting their achievements and promoting greater participation in political and economic life. We are inspired by the women who lead, innovate, and make a difference every day in our workplaces, communities, and beyond. Let’s continue to champion equity, inclusion, and opportunity for all.
关于我们
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.
- 网站
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https://www.mosaicfg.com
Mosaic Financial Group, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Mount Vernon，Ohio
- 类型
- 私人持股
- 创立
- 2005
地点
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主要
获取路线
307 N. Main St.
US，Ohio，Mount Vernon，43050
Mosaic Financial Group, LLC员工
动态
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February is Financial Aid Awareness Month, a great time to focus on a common challenge for parents of current and future college students. Balancing retirement planning and college savings can feel overwhelming, but a smart, balanced approach can help you tackle both. ?? Check out four key strategies to help you manage these important goals ?? And if you have questions, we’re always here to help!
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Building generational wealth isn’t just about accumulating assets — it’s about setting your family up for lasting financial security and growth for years to come. ?? Whether you're just starting out or looking to fine-tune your plan, it's never too early (or too late) to make moves for your family’s future. Want to take the first step? Schedule a complimentary, 20-minute “Ask Anything” session with our team. ??
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As we celebrate Valentine's Day and Insure Your Love Month this February, it’s a great time to reflect on what matters most: protecting your loved ones, no matter what happens. One of the best ways to do this is by ensuring you have the right life insurance in place ?? Swipe through for three simple steps you can take to make sure your loved ones are financially protected. ?? If you'd like support reviewing your life insurance or discussing options, we’re here to help. Reach out anytime.
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We are lucky to be part of such a caring and supportive group of professionals. ??
As we gathered in Colorado for the annual #CambridgeIgnite conference last week, it was wonderful to carve out moments to connect with fellow TAG Advisors financial professionals, and I was reminded why I joined the TAG community six years ago. Many of us know that TAG team member, Matt Eggar, recently lost his battle with cancer. Before his passing, Matt established a financial advisor scholarship fund, which will surely leave a lasting impact in the financial services industry for years to come. At last week’s Cambridge Investment Research, Inc. conference, we challenged the ladies of TAG to don their baby blue vests and join us in showing our solidarity for Matt and his family, with a donation made to his scholarship fund for each person who participated. A heartfelt THANK YOU to all the ladies who rose to the challenge and for helping Matt make a meaningful difference in the lives of others, even after his passing.
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Mosaic Founder, Susan Sukys, CFP?, was a panelist today at the Cambridge Investment Research, Inc. annual conference, #CambridgeIgnite, and we are so proud of her! Susan works tirelessly on behalf of our clients, and we continue to be motivated and inspired by her relentless commitment to continuous improvement and enriching the lives of our clients and their families. Way to go, Susan!
It was an honor to join such a sharp group of colleagues today at #CambridgeIgnite and share my journey as an independent financial planner and business owner. I touched on how I started my financial planning practice, including lessons learned along the way, and how we aim to serve clients through education and empowerment, while continuing to learn and adapt in this evolving financial services landscape. A big thank you to Cambridge Investment Research, Inc. for the opportunity and to the attendees who engaged with such thoughtful questions and discussions. Your support and collaboration drive us all to be better. Here’s to continued growth, learning, and making a positive impact in the lives of our clients. ?? #FinancialPlanning #IndustryConference #Panelist #ProfessionalGrowth #ClientService #Innovation
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