Mosaic Wealth Strategies Group, Ltd.

Category: Financial planner

Address: 120 West Ave Suite 301, Saratoga Springs, NY 12866, USA

Phone: +15185811642

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

Robert M Hersh DMD

Mar 14, 2021

I can’t believe it’s been 32 years since we started working together. How time flies! Through all the ups and downs Steve & his staff has provided sound and valuable advice for my family and myself. Looking forward to continuing to work together. Rob Hersh

Denise Galarneau

Sep 11, 2020

Maureen Hallaran has been a life saver at helping several of our friends and family members maneuver through the Medicare confusion. She makes it simple and can steer you quickly in the right direction for youR particular needs. When you call with a question she solves it immediately. Don’t know what we would do without her! I highly recommend her!

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Questions & Answers

I am concerned I will not have enough money to retire, can you help?

Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019
Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019

Yes, everyone’s situation is unique, and we can evaluate where you are now and how I can help you in the future.

I am 65 and retiring from my employer and losing my health insurance, how do I get Medicare coverage?

Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019
Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019

We can help you enroll in Medicare and find the right Medicare plan to fit your needs.

Can I use VA benefits and Medicare together?

Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019
Mosaic Wealth Strategies Group, Ltd. | Sep 6, 2019

Yes. VA works together with Medicare, and I can show you how to save money using both healthcare plans.

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