Mosaic Investments Winston Salem
Financial Advising
Why pick this one
Mosaic Investments Winston Salem offers comprehensive financial planning, investment management, and Social Security strategies through CFP® and CLU® advisor Josh Donley.
Best for
- clients seeking comprehensive financial planning
- retirement income and Social Security claiming strategies
- investment portfolio management based on risk analysis and long-term objectives
- tax, insurance, and estate planning coordination
- clients wanting collaboration with their CPA or estate planning attorney
Specialties
- comprehensive financial planning
- investment management
- retirement income planning
- cash flow planning
- tax planning strategies
- insurance analysis and implementation
- Social Security claiming strategies
- estate planning strategies
- education planning
- charitable gifting strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter®
- Certified Public Accountant
- Personal Financial Specialist
- LPL Financial
- Integrated Financial Group
What makes them different
- Independent wealth management firm with offices in Winston-Salem and Hickory, North Carolina
- Josh Donley has practiced as an independent fee-based financial planner since 2002
- Josh Donley holds CFP® and CLU® designations
- Michael Stokes combines CPA and Personal Financial Specialist credentials with tax and financial planning expertise
- Portfolio recommendations consider asset allocation, diversification, expenses, style drift, turnover ratio, and risk-adjusted return
- Serves
- Winston-Salem, Hickory
Distilled from this business's own website.
Contact & Location
- Address
- 4505 Country Club Rd, Winston-Salem, NC 27104
- Phone
- +13364649966
- Website
- http://www.mosaiccapitalmanagement.com
Services
- comprehensive wealth management
- portfolio management
- asset management
- investment advice
- financial planning
- retirement planning
- insurance planning
- estate planning