Mosaic Financial - Plano (TX)

TK Campbell We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

Steven Horn I dont have a lot of money but Ive been with Kyle (and Abe) for decades with the little I have and I always find them (as well as others in their office) to be very considerate and helpful. They dont make much money off of me but they always treat me like Im important. PLUS, despite economic downturns, my funds over time grow and grow.

Tabitha Rozsa I was excited to find out there was company geared toward helping military families achieve financial freedom. Working with Cory has been the best experience! I can guarantee she is willing to put in the work to make sure all your goals are met.

Catherine Sarsfield It was an absolute honour to work with Bailey and David. They were very professional, helpful and fast. I was extremely thankful that I was able to close remotely, being abroad at the time and recovering from surgery. I certainly look forward to meeting them one day when were finally settled. You are very much appreciated!

Josh Excellent place with amazing people! I highly recommend stopping by.

Juan Daniel Acosta Jimenez I would like to extend my deepest gratitude to Mr. KHOA VU for the outstanding support and professionalism he provided during the process of opening my business account with Truist. From start to finish, Mr. Vu demonstrated exceptional knowledge, patience, and care—answering every question with clarity and guiding me through each step efficiently. His dedication to excellent service made a complex process feel easy and secure. As a Cuban entrepreneur building my company in the United States, I truly value people like Mr. Vu who go above and beyond to make business owners like myself feel supported and respected. Thank you again, Mr. Vu, for your time, your guidance, and your excellent service. This is the beginning of a great relationship with Truist—thanks to you.