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BBB Accredited Business since 07/25/2011
Mosaic Strategic Partners, LLC
(937) 609-23487317 Whitehall Dr., Dayton, OH 45459View Additional Web Addresses
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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
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Mosaic Strategic Partners, LLC
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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
Ohio Society of CPA's
535 Metro Pl S PO Box 1810
Dublin, OH 43017
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus, OH 43215
Secretary of State
30 E. Broad Street,state Office Tower,14th Floor
Columbus, OH 43266
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 InformationPrincipal: Mr Edward Livesay (Business & Financial Cons)
Number of Employees
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™