Mason & Associates, LLC

The Mason’s have served our family’s financial needs since 2014. We have worked with each member of their family and staff and never been disappointed with their service. Their knowledge of Shipyard pension, thrift plan and insurance benefits helped us establish a pre-retirement plan that set us up for success. Although we miss the social activities they are famous for since the pandemic, the Mason’s have allowed us to maintain financial stability, obtain long term care and tax advice in our retirement years. John has become our go-to guy for solid and timely advice and is always available to return an email or provide a quick tip to one of our kids. He has helped to establish and maintain an estate plan that will ensure that our heirs know exactly how to handle our affairs. We would recommend Mason and Associates to anyone looking for a trusted fiduciary financial advisor.

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.

My family has been with John Mason for about 10 years. He set up a financial plan that has done wonderful for us. He set us up for our wills to make sure everything was in place. When my husband passed in 2020, John contacted all the pertinent places to make my financial transitions go smoothly. I don't have to worry about my finances because I know that John is there keeping an eye out. Both my kids are also with John and are doing great. He's always there for us.