Reviews for Mason & Associates, LLC

Aug 2022

My wife and I feel very fortunate to have Mason and Associates managing our finances. As our financial advisor, Tommy Blackburn does a fantastic job answering all of our questions. His knowledge and insight allows us to remain calm in these rocky financial times. Tommy has a way of addressing our concerns and explaining strategies in laymen terms.
Jun 2022

Kim and I live in North Carolina and first met Ken Mason at a seminar in Chesapeake Va. Since then, Mason and Associates has been a constant in our financial success, their knowledge in all areas including taxes, pensions and investment strategy is outstanding. Ken has always made us feel like family.
Jun 2022

My wife and I have been clients of Mason and Associates since 2010. With Mike's assistance he helped to guide us through the retirement planning process, the retirement process and now into a comfortable retirement. His knowledge of the Federal Retirement System and the Virginia Retirement System were critical components in making this happen for us. We are always treated like a friend as well as a client whenever a need or question arises. It's a great relationship that I look forward to continuing into the future!

From Mason & Associates, LLC

Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government.