BBB Business Review

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BBB Accredited Business since 07/25/2011

Mosaic Strategic Partners, LLC

(937) 609-23487317 Whitehall Dr., DaytonOH 45459View Additional Web Addresses

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BBB Accreditation

A BBB Accredited Business since 07/25/2011

BBB has determined that Mosaic Strategic Partners, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Mosaic Strategic Partners, LLC's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Mosaic Strategic Partners, LLC

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 03/23/2011Business started: 01/01/2001Business started locally: 11/01/2008
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Certified Financial Planner Board
1670 Broadway Ste 600
Denver, CO 80202
(888) 237-6275

Ohio Society of CPA's
535 Metro Pl S PO Box 1810
Dublin, OH 43017
(800) 686-2727
http://www.ohioscpa.com

Ohio Department of Insurance
50 W Town St, Ste 300
Columbus, OH 43215
(800) 686-1526
http://www.insurance.ohio.gov

Secretary of State
30 E. Broad Street,state Office Tower,14th Floor
Columbus, OH 43266
(614) 466-3910

BBB records show a license number of 62773 for this company, issued by Certified Financial Planner Board.

Type: unknown

BBB records show a license number of CPA.38775 for this company, issued by Ohio Society of CPA's. Their web address is http://www.ohioscpa.com.

Type: unknown

BBB records show a license number of 636716 for this company, issued by Ohio Department of Insurance. Their web address is http://www.insurance.ohio.gov.

Type: Department of Insurance

BBB records show a license number of 781-130 for this company, issued by Ohio Department of Insurance. Their web address is http://www.insurance.ohio.gov.

Type: Department of Insurance

BBB records show a license number of 1889225 for this company, issued by Secretary of State.

Type: unknown

BBB records show a license number of 1908840 for this company, issued by Secretary of State.

Type: unknown

Type of Entity

Limited Liability Corporation

Contact Information
Principal: Mr Edward Livesay (Business & Financial Cons)
Number of Employees

2

Business Category

Financial Services, Tax Return Preparation, Estate Planning & Management, Consultant - Strategic Planning, Business Consultants, Bookkeeping Service, Accounting Services, Accountants, Accountants - Certified Public, Investment Management, Retirement Planning Service, Investment Securities, Insurance - Disability, Insurance - Life, Insurance - Health, Financial Planning Consultants

Products & Services

Operationally, we offer strategic planning, start-up and expansion support, infrastructure analysis, business assessments, business and process improvement, data analysis and problem-solving, marketing and sales strategy, and business advisory services.

Financially, we help with cash flow support, accounting and tax, financial and estate planning, and life, health, and disability insurance.

Our vast business network includes attorneys, lenders, marketing specialists, commercial realtors, HR, IT, and much more. We're uniquely qualified to create and manage holistic plans for small businesses, as well as individuals.

One firm putting all the pieces together™

Alternate Business Names
Mosaic Financial Solutions, LLC

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.