Here’s The Deal: Mason & Associates, LLC is a fee-only financial Financial planner in Newport News, Virginia. Michael R. Mason is the chairman and Senior Financial Planner of the firm. He has been in the financial planning business since 1987 and cofounded Mason & Associates in 2003 with his brother, Ken. The financial advisors at Mason & Associates, LLC specialize in providing financial planning advice to federal employees covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). They utilize technology to maintain long-distance relationships with people across 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 allows them to live their best lives.
3 Best Financial Services in Newport News, VA
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TOP 3 MASON & ASSOCIATES, LLC REVIEWS
We first met Ken Mason about 15 years ago at a seminar for military retirees. My husband was beginning his second career with the Federal government and I was a state employee. Retirement was not a thought at all for us. We had no funds for Ken to invest and quite a bit of debt. Ken designed a plan for us to pay down our debt so that we could then contribute the maximum to our retirement funds. Because of his excellent guidance, we were able to retire comfortably four years ago, and we are confident that we will be financially sound for the rest of our lives. We could not have done this without Mason & Associates.
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.
Second generation clients, been with Mason & Associates for 10 years. Their unique knowledge of the unique challenges faced by federal and military clients is what sets them apart. Tommy Blackburn has expertly guided us and helped plan our finances and retirement, and is always available to answer questions and handle unexpected life events. Mason & Associates is a rare gem in the financial planning world.
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Here’s The Deal: Shelby Barnett has a successful tenure as a financial advisor at First Command in Newport News, Virginia. He joined First Command Financial Services in February 2017. He graduated from the University of Central Florida with a bachelor’s degree in engineering and holds Series 7 and 66 securities licenses, plus life and health insurance licenses in several states, including Virginia. He 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 he serves. 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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Thu & Fri: 8am - 3:30pm
Sat & Sun: Closed
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TOP 3 FIRST COMMAND FINANCIAL ADVISOR - SHELBY BARNETTI REVIEWS
I've had the privilege of working with Ms. Barnetti and I can't stress enough about her exceptional service. From day one, her expert financial management advice has been geared towards my best interest and my future goals. Her ability to clearly explain complex investment strategies was invaluable to me. Highly recommend her for all you financial advisement needs.
My husband and I started with First Command when he was getting ready to retire from the military. We have stayed with them for 27 years. Our current financial advisor, Shelby Barnetti, has been very helpful, especially this year. She is able to explain financial information in layman’s terms. She is knowledgeable and gives very good suggestions. Thank you, Shelby.
Shelby Barnetti has been our advisor for almost 3 years now and has been great! She takes the time to inform us about all the big & small money moves that we need to make and stop making! She has truly changed how we view money and our overall financial wellness.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: James Bales Financial is an independent financial planner in Newport News, Virginia. Since 1994, they have assisted individual investors and small businesses with financial planning, retirement, investment, and insurance. They provide independent advice, custom financial plans, and solutions with exceptional personal service. As independent registered representatives, they are not tied to one company and have access to a wide range of financial solutions to serve you best. Their vision is to be trusted and respected by their clients for their professional understanding, integrity, independent financial advice, and exceptional service. They help you plan and achieve your life and financial goals promptly to improve your life. 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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Sat & Sun: Closed
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TOP 3 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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.