Mason & Associates, LLC is an independent financial planning firm based in Newport News, Virginia, specializing in comprehensive financial services for State and Federal employees in the Peninsula and Tidewater region. Their expertise is particularly valuable to military and government personnel due to their proximity to key installations like Langley Air Force Base and the Norfolk Naval Shipyard. Clients praise the firm for its deep knowledge of Federal retirement systems, particularly regarding TSPs and military retirement, which many other planners overlook. Reviewers highlight the personalized, concierge-level service provided by the Mason family, who go above and beyond to ensure clients feel valued and informed. Many clients express gratitude for the insightful advice that has helped them avoid costly mistakes, especially concerning survivors benefits. Additionally, the firm offers free podcasts on relevant financial topics, making their services accessible to a broader audience. Overall, Mason & Associates is recognized as a hidden gem in Hampton Roads, delivering honest and exceptional financial planning advice.
Mason & Associates, LLC team is absolutely awesome. They are the most professional, knowledgable, caring, and courteous people I have ever encounter in my whole entire life. Tommy who is my advisor is among best of the best. The rest of the team is also absolutely wonderful folks whom will go extra extra extra miles to help their clients to achieve their goals. Many many thanks to Tommy, Ben, John and the rest of the team.
We have been Mason and associates clients for several years and have they are beyond competent, caring,and have completely organized our finances with a very expert eye towards increasing our wealth.
We are retired ,living comfortably, have a plan for our future needs and have our assets are expertly invested to benefit our heirs.
They are real people, not a large organization with cookie cutter plans. I can't thank them enough and am very thankful for hearing Mike Mason on the radio so many years ago and deciding to get our act together with his help.
Thanks Mike!!
Carol Delfaus
I'm a Federal CSRS retiree. I began working with Mike Mason several years before I retired in 2009. His understanding of the federal retirement system and benefits has been invaluable. Seventeen years later, I'm still with him and can honestly say his advice has always been on the money. I wish I had found him in 1970 when I was a new employee!
2 Bayport Way Ste 110, Newport News, VA 23606
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