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.
I just had an introductory call with this company, and I was blown away by their expertise! Other financial planners we've used were clueless about TSPs, military retirement and other critical considerations for those of us with military and government civilian income. They are generous with their time and so helpful. They also pointed me to their free podcasts on many of these topics, all listed on their website. Definitely a hidden gem in Hampton Roads!
Mike Mason has taken great care of us for many years with his above and beyond customer service. His expertise and knowledge of Federal retirement systems are unrivaled. He helped us take advantage of a little known retirement loophole and kept us from making a big mistake regarding survivors benefits for which we are very grateful. His concierge approach to running his family business makes us feel very valued and cared for on many levels. We highly recommend his company to anyone looking for honest financial advice!
Nancy and Tom Moul
The advice and information from the Mason & Associates company and the Mason family are worth their weight in gold. If in doubt, give them a call and they will not fail to impress.