3 Best Financial Services in Newport News, VA

“Mason & Associates, LLC is an independent, fee-only financial planning firm that provides ongoing comprehensive 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.”

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“Shelby Barnett 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 and abroad are committed to the company’s mission of coaching those who serve in their pursuit of financial security.”

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“James Bales Financial provides independent advice, custom financial plans, and solutions along with exceptional personal service. While developing a customized financial program, they will walk you through a step-by-step process that will help make you feel confident in your decisions. James Bales Financial helps you plan and accomplish your life and financial goals promptly to improve your life. They help you clarify your financial goals and determine realistic plans to achieve them. Their ultimate goal is to be your advocate for life. They don’t just look at what will give you the best return today; they consider the whole picture throughout your lifetime.”

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