3 Best Financial Services in Newport News, VA

“Mason & Associates, LLC, co-founded by Michael R. Mason and his brother, Ken. Michael R. Mason serves as the chairman and Senior Financial Planner, bringing over 30 years of experience in the financial planning industry. 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.”

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“Shelby Barnett is a financial advisor at First Command. He 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. 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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“James Bales Financial, LLC assists 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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