My wife and I have been receiving outstanding financial advice and portfolio management from Mason & Associates for over 10 years. Mike Mason and the whole team are terrific. Our financial transition from working full time to retirement was seamless. They are proficient in all critical financial planning areas (i.e., retirement savings, social security options, Medicare, Long Term Care, life insurance, federal & state tax strategy). They stay abreast of all regulatory changes that impact our retirement and recommend sound strategy modifications to achieve the best financial outcome. They have assembled a fantastic team of financial planning specialists, as well as a great customer service support group. They are grooming younger financial planners to ensure longevity of the company, which is reassuring. Becoming a client of Mason & Associates ranks as one of the best financial decisions we made in our lives. Our only regret is that we didn’t do so sooner. We highly recommend Mason & Associates to anyone wanting to ensure a secure financial future.

We have been with Mason and associates for over six years. We have worked with John for most of this time and everyone in their firm is professional and courteous. Our wealth has increased with the sound advice they give. It was one of our best investments to hire mason and associates. A family practice which makes us feel part of their family while growing wealth and sound financial advice in ours. Thank you John! Lois and Tom K.

My wife and I have been clients of Mason and Associates since 2012 and are blessed to have worked with John Mason the entire time. John provides us comprehensive tax and investment strategies that have helped immensely over the years. John is always professional and personable and his reviews with us are informative and beneficial. I would recommend Mason and Associates to anyone who is interested in protecting their portfolio and developing sound financial strategies for the future. To you John, and the rest of the Mason staff – thank you. Well done.

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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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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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