Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. They provide ongoing comprehensive financial and tax planning advice to clients locally and throughout the United States. Mason & Associates, LLC uses technology to maintain long-distance relationships with people and guides them in all areas of financial planning, such as retirement, tax, and estate planning. They aim to maximize employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments. In addition, they provide comprehensive financial planning advice that puts clients’ interests first and assigns them to live their best life. Their mission is to provide unique, transparent, and comprehensive financial planning advice.
Best Financial Services in Newport News
Handpicked 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.
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MASON & ASSOCIATES, LLC REVIEWS
The Mason’s have served our family’s financial needs since 2014. We have worked with each member of their family and staff and never been disappointed with their service. Their knowledge of Shipyard pension, thrift plan and insurance benefits helped us establish a pre-retirement plan that set us up for success. Although we miss the social activities they are famous for since the pandemic, the Mason’s have allowed us to maintain financial stability, obtain long term care and tax advice in our retirement years. John has become our go-to guy for solid and timely advice and is always available to return an email or provide a quick tip to one of our kids. He has helped to establish and maintain an estate plan that will ensure that our heirs know exactly how to handle our affairs. We would recommend Mason and Associates to anyone looking for a trusted fiduciary financial advisor.
My wife and I have been clients with Mason & Associates, LLC for several years. We have found their financial services and advise to be invaluable in planning and implementing our retirement goals, including, investments, spending, and tax preparation. We deal directly with John Mason and Tommy Blackburn, and have found their financial knowledge to be exceptional and top notch. Not only that, John and his team connects at a personal level, exceeding what is truly required, to ensure they understand their client’s needs and desires for financial freedom in retirement. John Mason and his team, strive continuously, to assist with the planning and implementation of financial goals to ensure their clients are meeting their financial well-being. The one-on-one attention that this company provides to its clients has been invaluable and has saved our family a substantial amount of money, while leaving us well-prepared for our future.
My family has been with John Mason for about 10 years. He set up a financial plan that has done wonderful for us. He set us up for our wills to make sure everything was in place. When my husband passed in 2020, John contacted all the pertinent places to make my financial transitions go smoothly. I don't have to worry about my finances because I know that John is there keeping an eye out. Both my kids are also with John and are doing great. He's always there for us.
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Joss Brown Wealth Advisors is one of the best financial services located in Newport News, Virginia. They strive to change their world by helping clients and the people in their community find the freedom to develop purpose and make a difference in their lives and the causes they love. The firm manages your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from their custodians. In addition, they provide services that include financial planning and investment management. Therefore, their primary goal is to help clients achieve their financial needs. So contact them and schedule a call; they will help you clarify the questions on your mind, as well as give you a sense of their unique and personalized approach to financial guidance.
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JOSS BROWN WEALTH ADVISORS REVIEWS
I’m happy that I paid a visit. My retirement planning got some really great perspective & tweaking, I walked away with great advice & peace of mind. Well worth your time & money, I plan on paying another visit down the road.
Integrity, responsibility, and professionalism are at the heart of Katherine Brown's ethics. You will find no other more interested in preserving your wealth. She is a jewel.
Katherine is very knowledgeable and talented in financial planning. I would recommend her to all my friends and family.
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James Bales Financial is a financial planner located in Newport News, Virginia. They have been providing the best financial services since 1994. Their vision is to be trusted and respected by their clients for their professional knowledge, integrity, independent financial advice, and exceptional service. The firm has served individual investors and small businesses with their financial planning, retirement, investment, and insurance needs for over 26 years. They help you plan and accomplish your life and financial goals promptly to improve your life. James Bales Financial, LLC provides independent advice, custom plans, solutions, and exceptional personal service. They help you clarify your financial goals and determine realistic plans to achieve them.
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JAMES BALES FINANCIAL LLC REVIEWS
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
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