Mosaic Financial Partners

Mosaic Financial Partners is a reputable financial services firm based in Milwaukee, WI. They offer a comprehensive range of fee-based planning solutions, including investment advisory services, insurance products, and wealth management strategies. With a team of experienced professionals, Mosaic Financial Partners is dedicated to providing personalized financial guidance to a diverse clientele, including physicians, dentists, business owners, executives, and individuals nearing retirement.

As representatives of Northwestern Mutual, Mosaic Financial Partners operates under the marketing name and collaborates with Northwestern Mutual Investment Services, LLC. They adhere to a client-centered approach, prioritizing privacy and security in all communications. Mosaic Financial Partners is committed to helping clients achieve their financial goals through sophisticated planning strategies and professional partnerships.

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