Mosley Financial Group Employee Directory

Financial ServicesMaine, United States0-1 Employees

Mosley Financial Group operates in the financial services sector, providing financial and retirement planning, investment management, and insurance solutions, including life, long-term care, and disability coverage. Based in Westbrook, Maine, the firm emphasizes tailored strategies that align with clients’ personal and financial well-being, recognizing the abundance of options in the market and the importance of finding suitable solutions without unnecessary costs. The company serves individuals, families, and businesses, assisting with goals such as college funding, retirement planning, long-term care planning, and lifetime income strategies. Founded in 2012, Mosley Financial Group collaborates with New York Life Insurance Co. and related entities, leveraging ties to a broader network of insurance and advisory services, while maintaining an independent stance not owned or operated by New York Life. The approach is illustrated by combining insurance products with investment services under the guidance of a licensed and registered framework, with an emphasis on personalized, needs-based planning rather than a one-size-fits-all solution.

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