Mason & Associates

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2 Bayport Way Ste 110, Newport News, Vir...

Phone Number

(757) 223-9898

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mason & Associates

Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. Our firm was founded in 2003 as the "go-to" firm for Federal employees seeking comprehensive financial planning advice. Success over the years has expanded our areas of specialty to include members of the Armed Forces, Virginia State Employees (Virginia Retirement System - VRS), Huntington Ingalls Industries personnel, and all private sector employees. Our goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments. The Mason Financial Planning Team offers comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and MilitRead more
Mason & Associates's Social MediaPopular SearchesMason & Associates LLCMason & Associatesmason and associates LLCMaso LLCMaso Trucking LLCSIC Code 62,628NAICS Code 52,523Show more

Mason & Associates Org Chart

PhoneEmail
BM
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Chief Operating Officer

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JM
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Partner, President, and Senior Financial Plan...

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KM
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mason & Associates

<$5M
11-50
Private
-
2003
BM
Bobbi MasonChief Operating Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2002
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Mason & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mason & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mason & Associates.

Mason & Associates Tech Stack

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Frequently Asked Questions Regarding Mason & Associates

What is Mason & Associates's official website?
Mason & Associates's official website is www.masonllc.net
What is Mason & Associates's Revenue?
Mason & Associates's revenue is <$5 Million
What is Mason & Associates's SIC code?
Mason & Associates's SIC: 62,628
What is Mason & Associates's NAICS code?
Mason & Associates's NAICS: 52,523
How many employees does Mason & Associates have?
Mason & Associates has 11-50 employees
What industry does Mason & Associates belong to?
Mason & Associates is in the industry of: Finance, Securities Trading
What is Mason & Associates competition?
Mason & Associates top competitors include: Sterling Total Wealth Solutions, Bayntree Wealth Advisors, Waypoint Partners, Kassouf Wealth Advisors
What technology does Mason & Associates use?
Some of the popular technologies that Mason & Associates uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Mason & Associates?
Mason & Associates contact info: Phone number: (757) 223-9898 Website: www.masonllc.net
What does Mason & Associates do?

Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. Our firm was founded in 2003 as the "go-to" firm for Federal employees seeking comprehensive financial planning advice. Success over the years has expanded our areas of specialty to include members of the Armed Forces, Virginia State Emplo... yees (Virginia Retirement System - VRS), Huntington Ingalls Industries personnel, and all private sector employees. Our goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments. The Mason Financial Planning Team offers comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and Military personnel due to our close proximity to Langley Air Force Base, Little Creek Base, Ft. Eustis Army Base, Norfolk Naval Shipyard, NASA, Department of Defense, and the VA Hospital, to name a few. You do not have to be a State or Federal employee to enjoy our exceptional planning services, but if you are, you absolutely want Mason & Associates on your team. In addition, since many of our clients are Federal/Military, we utilize technology to maintain long-distance relationships with people who live all over the country. If you move from Virginia or live in another state, don't worry - we can work with you! Tune in to the Mason & Associates Financial Planning Radio Show to hear more about our financial planning strategies. Michael and John co-host the bimonthly call-in radio show, heard locally on WNIS AM 790. The show airs the first and third Tuesday of every month from 6:00 to 7:00 p.m.Read More

What are Mason & Associates social media links?
Mason & Associates Linkedin page Mason & Associates Facebook page
Is Mason & Associates a public company?
Mason & Associates is private company therefore does not currently have an official ticker symbol
See more information about Mason & Associates

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