Financial Planners in Newport News

“Found Mike and the team from a radio broadcast back in 2009. I trusted them with my 401K from Newport News Shipbuilding. Mike has managed that plus guided me through a complete yearly review of my assets. As a result, I was able to retire in 2012 at 62 instead of working until 65. Ever since, he has diligently managed my portfolio. The fact that my wife and I are smaller investors compared to his other clients has not mattered. We get the same great service. We are in our 14th year of retirement and have a very secure future and a great financial plan. I wholeheartedly recommend Mike and the team at Mason and Associates for anyone who wants a caring professional to manage their investment and retirement planning.“

“Matt Martin knows his stuff! No matter the stage of life you’re in and where you are financially he can help you plan accordingly!“

“Scott is the best!! He is extremely knowledgeable, does his homework to craft individualized strategies, and understands his customers’ goals. I highly recommend!!“

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“As a transitioning retired Army Officer, I recently completed the SkillBridge program with First Command and couldn’t be more impressed. The training was thorough, the mentorship was top-notch, and I was fully licensed by the end of the program. It was a smooth transition from military service into a civilian career with a clear mission: helping military families pursue financial security. Highly recommend to any transitioning service member serious about building a meaningful career.“

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“Aaron is great. He provides a lot of information and is able to explain it well. I also like that he admits that he doesn't know everything and is willing to figure it out, which is good because no one knows everything. He listens to what I want and I believe him when he says it's just advice and that it's my choice on what to do. In my experiences, especially with money, a lot of people seem to get upset when you don't follow their advice even when it's not their money. So that is refreshing. I have already seen more growth in one month in my new accounts versus when my accounts were at another institution. Highly recommend Aaron and First Command.“