Modern Strategy Investments

Mosaic Financial Associates is a trusted financial services provider located in Tempe, AZ, offering a comprehensive range of services to help individuals and families achieve their financial goals. With a focus on financial planning, investment services, and wealth management, the firm's experienced team of financial advisors works closely with clients to develop personalized strategies tailored to their unique needs. Specializing in areas such as alternative investments, retirement and education funding, investment analysis and strategy, tax planning, risk management, and multigenerational wealth transfer, Mosaic Financial Associates is committed to guiding clients towards financial security and long-term success.

Tracy Cobb has been a practicing CPA since 1987. He now works in Tempe, AZ where he specializes in helping individuals, & small businesses decrease their tax burden and grow their business. I am most passionate about helping small business people accomplish their goals. Nothing gives me more satisfaction than watching a small business owner become more successful than they thought possible. It can affect everything, their family, team, customers and community. Making a substantial, positive difference is the best that I can give back!

Tandem Financial Group is a trusted financial planning firm in Tempe, AZ. The firm has been serving clients for over 5 years and offers a wide range of financial services, including investments, retirement planning, tax planning, and insurance. Tandem Financial Group is committed to providing its clients with the best possible financial advice and services. The firm's experienced and knowledgeable staff will work with you to develop a personalized financial plan that meets your individual needs and goals.