About Mason & Associates, LLC
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.
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...read full review
Mike Mason & his team are top notch & I will forever be grateful for his caring easy attitude that helped me tremendously with some very difficult issues. Highly recommend!
I just had an introductory call and in 20 minutes I got more than I’ve gotten from multiple meetings with other firms. Big fan.
Ended the call with a quote I’ll be saving, “cast your bread upon the water and it will come back in club sandwiches.”
Thank you, Mike!