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BEST RATED NEWPORT NEWS, VA FINANCIAL SERVICES

3 Best Financial Services in Newport News, VA

Expert-recommended Top 3 Financial Services in Newport News, Virginia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Mason & Associates, LLC - Newport News, VA Financial Services - Portrait
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9+ YEARS IN TBR
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MASON & ASSOCIATES, LLC

(4.9 Score)
2 Bayport Way, Suite 110,
Newport News, VA 23606 Directions

Since 2003

Specialty:

✓Retirement Planning ✓Cash Flow Planning ✓Social Security Optimization ✓Tax Planning ✓Legacy and Estate Planning ✓Asset Management ✓Investment Management ✓Financial Planning ✓Divorce Planning and Educational Seminars ✓Tax Return Preparation and Filing ✓Portfolio Construction and Management ✓Quarterly Reporting ✓Pension Planning

"Mason & Associates, LLC is an independent, fee-only financial planning firm that provides ongoing financial planning and tax planning advice to clients. Michael R. Mason is the Partner, Chairman, and Senior Financial Planner at Mason & Associates, LLC. He obtained his B.S. in Business & Finance from the University of Maryland and holds some of the industry's most respected credentials Certified Financial Planner™, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He is also a co-host of the Federal Employee Financial Planning Podcast. Mason & Associates, LLC's financial advisors specialize in providing financial planning advice to federal employees covered by the Federal Employee Retirement System (FERS) and the Civil Service Retirement System (CSRS). Their financial planning process and client experience allow them to serve families who are already retired or actively working.

2026 Highlights: Mason & Associates, LLC experienced professionals provide comprehensive, well-rounded advice tailored to your unique needs."

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License #307206

Price:

Initial Financial Plan
From $3,000
Upto $20,000
Ongoing Financial Planning Services On A Fixed Fee Per Month
From $100
Upto $1,000

Contact:

(757) 223-9898

Mon-Thu: 9am - 5pm
Fri-Sun: Closed

TBR® Inspection Report:

Shelby Barnetti - Newport News, VA Financial Services - Portrait
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Best Financial Services in Newport News VA - Shelby Barnetti - FIRST COMMAND FINANCIAL SERVICES, INC video
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SHELBY BARNETTI

(4.8 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
11827 Canon Boulevard, Suite 100,
Newport News, VA 23606 Directions

Since 2017

Specialty:

✓Comprehensive Financial Planning ✓Retirement Income Planning ✓Insurance Solutions ✓Education Funding Solutions ✓Investment Management

"Shelby Barnetti is a financial advisor at First Command. She graduated from the University of Central Florida with a bachelor’s degree in engineering. Shelby holds Series 7 and 66 securities licenses, as well as life and health insurance licenses in several states, including Virginia. She is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. Shelby is also particularly welcoming to all members of the LGBTQ+ communities. First Command provides a full range of financial planning services and products, such as banking, investments, insurance, and retirement planning. More than 500 advisors nationwide

2026 Highlights: First Command's mission is to Coach those who serve in their pursuit of financial security."

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License CRD #6677443

Contact:

(757) 378-0321 (757) 873-0993

Mon-Fri: 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Norseman Advisory Group, Inc - Newport News, VA Financial Services - Professional Team Image
Best Financial Services in Newport News VA - Norseman Advisory Group, Inc video
9+ YEARS IN TBR
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NORSEMAN ADVISORY GROUP, INC

(4.8 Score)
11818 Rock Landing Drive, Suite 103,
Newport News, VA 23606 Directions

Since 2005

Specialty:

✓Pre-retirement and Post-Retirement Planning ✓Asset Management and Financial Planning ✓IRA and 401(k) Rollovers ✓Empowering Women for Retirement ✓Social Security Maximization ✓Tax-Efficient Strategies ✓Insurance and Long-Term Care ✓Enhanced Planning

“Norseman Advisory Group, LLC is dedicated to building strong, personal relationships with their clients based on transparency and trust and that they believe that getting to know you and understanding your unique needs and goals is crucial for providing the most effective and personalized support. Paige Fraasch is the President and CEO of Norseman Advisory Group, LLC. Their mission is to work closely with clients to help design financial strategies that provide confidence and clarity while also helping to protect their future by using customized plans and solutions.”

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License CRD #143691

Contact:

(757) 223-1559 (844) 293-2075

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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MASON & ASSOCIATES, LLC REVIEWS

I am so grateful my cousin introduced me to Mason and associates when my father died. John and Tommy got me through the very involved and overwhelming process of gathering my father’s assets and investing them for me. In the three years I have known them, they and the support team in the office have been gracious, warm, responsive, prompt, thorough, organized, and so patient with me in my new learning curve. I feel safe and protected in their care, and I am pleased with the plans they put into play for me and the results of them so far. Tommy is my principal advisor now and I know I can rely on him and trust him with my future. I have great peace of mind.

Mike Mason has taken great care of us for many years with his above and beyond customer service. His expertise and knowledge of Federal retirement systems are unrivaled. He helped us take advantage of a little known retirement loophole and kept us from making a big mistake regarding survivors benefits for which we are very grateful. His concierge approach to running his family business makes us feel very valued and cared for on many levels. We highly recommend his company to anyone looking for honest financial advice. Nancy and Tom Moul.

The advice and information from the Mason & Associates company and the Mason family are worth their weight in gold. If in doubt, give them a call and they will not fail to impress.

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SHELBY BARNETTI REVIEWS

Since shifting to a more local First Command Financial office near my home in 2017, and Ms. Barnetti was assigned as our financial advisor, it has been a GREAT relationship. Working with Shelby has been a great experience. Her professionalism and skillful knowledge have far exceeded what my previous advisors provided. We feel she fully has our best financial interest in mind. Our visits are very in depth and usually make us feel as comfortable in our decisions for our financial future leading into early retirement. If you are looking for and have the opportunity to select a financial advisor, we STRONGLY RECOMMEND choosing Ms. Barnetti. We are sure she will NOT disappoint.

Shelby does an excellent job of explaining my financial situation, providing suggestions and solutions that will help me meet my financial goals.

Shelby is very knowledgeable and easy to work with. She has provided great financial planning advice & support.

NORSEMAN ADVISORY GROUP, INC REVIEWS

I was looking for a Financial Advisor who specialized in retirement planning and being a fiduciary was an important factor for me, which is exactly what Paige Fraasch offers. Paige and her team are extremely professional, polite and friendly (their coffee rocks ????) If you are looking for a Financial Advisor who tailors to your needs, I highly recommend speaking to Paige and her team first!! My sincere appreciation.

We had the opportunity to meet with Norseman Advisory Group yesterday. Paige and Kym are exceptionally nice and courteous. Their office is also very impressive. We highly recommend Norseman Advisory Group.

It’s always nice to visit Norseman, very personalized experience. Paige and her team provide excellent service.

TBR® Inspection Score Report

MASON & ASSOCIATES, LLC Total Inspection Points: 117/120
Acknowledgments: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SHELBY BARNETTI Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

NORSEMAN ADVISORY GROUP, INC Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Standard: 10