Mosaic Financial Group

Mosaic Financial Group Our goal is to Educate, Empower, and Enrich our clients’ lives. Education about your financial choices leads to a better financial future.

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. Susan Sukys, CFP® 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. 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. In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. Disclaimers:
No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. Any external websites mentioned on Facebook are unaffiliated with Cambridge Investment Research, Inc. Cambridge has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Mosaic Financial Group LLC and Cambridge are not affiliated.

01/09/2026

IRS Issues Guidance on 530A (Trump) Accounts.

01/05/2026

What trends are influencing economic forecasts for 2026?

Happy New Year! Here's to a 2026 filled with happiness and prosperity!
01/01/2026

Happy New Year! Here's to a 2026 filled with happiness and prosperity!

Wishing you and your loved ones a joyful holiday season full of relaxation and togetherness.
12/24/2025

Wishing you and your loved ones a joyful holiday season full of relaxation and togetherness.

12/18/2025

States have been evaluating how OBBBA changes will impact their income tax revenue and administration.

12/16/2025

Video: Key Tax Changes for Individuals, Families, and Business Owners in OBBBA

12/10/2025

Here's a look at the legislation that ended the shutdown, unresolved issues, and estimates of the economic impact.

12/01/2025

Some key limits for retirement account savers are higher in 2026.

We're honored to serve our clients and their families, and we are serving up pies again this year for Thanksgiving! A fu...
11/25/2025

We're honored to serve our clients and their families, and we are serving up pies again this year for Thanksgiving! A fun tradition we look forward to every year as a small token of gratitude for the trust and faith our clients place in us.

Happy Thanksgiving from the Mosaic Financial Group team!

11/20/2025

Find out how much college costs increased for the 2025–2026 school year.

11/18/2025

Video: Social Security Announces 2026 COLA

11/13/2025

The holiday season is prime time for holiday scams.

Address

307 N Main Street
Mount Vernon, OH
43050

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

Telephone

+17403927177

Website

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