MASON & ASSOCIATES, LLC
11827 Canon Boulevard, Suite 204, Newport News, VA 23606 DIRECTIONS
Since 2003
Here’s The Deal:
Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. They utilize technology to maintain long-distance relationships with people who live all over the country. Mason & Associates, LLC uses technology to maintain long-distance relationships with people all over the country. Their goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments. They provide transparent and comprehensive financial planning advice that places clients’ interests first and empowers them to live their best life.
SPECIALTY:
529 College Savings Plan, Small Business Strategies, Estate Planning, Variable and Fixed Index Annuities, 401K and Defined Benefit Pension Planning, Long-Term Care and Term Life Insurance, Separately Managed Accounts, Survivor Benefit Planning, Traditional & IRA
TBR® Inspection Report:
JOSS BROWN WEALTH ADVISORS
751 Thimble Shoals Boulevard, Suite C, Newport News, VA 23606 DIRECTIONS
Since 2005
Here’s The Deal:
Joss Brown Wealth Advisors is one of the best financial services located in Huntsville. They strive to change their world by helping clients and the people in their community find the freedom to develop purpose, live generously, bless others, 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. At Joss Brown Wealth Advisors, they help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
SPECIALTY:
401K, 403B, Education, Pension and Financial Planning, Portfolio and Investment Management, Rollovers, Retirement Plan Accounts, Annuities, Life Insurance Products, Variable Life Insurance & College Savings Plans
Price: $175/Hour
TBR® Inspection Report:
JAMES BALES FINANCIAL, LLC
729 Thimble Shoals Boulevard, Unit 1E, Newport News, VA 23606 DIRECTIONS
Since 1994
Here’s The Deal:
James Bales Financial has assisted individual investors and small businesses with their financial planning, retirement, investment, and insurance needs 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 been serving individual investors and small businesses with their financial planning, retirement, investment, and insurance needs for over 26 years ago. 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, and solutions along with exceptional personal service.
SPECIALTY:
403B, 401K, 457, IRA, Estate and Legacy Planning Strategies, 529 College Saving Plans, Charitable Giving, Small Business Solutions, Personal Asset Review, Asset Protection, Life and Critical Care Insurance, Money Management, Disability Income Insurance, Retirement Income & Cashflow Planning