Mason & Associates, LLC
Overview
Mason & Associates, LLC is an independent, fee-only financial planning firm based in Newport News, Virginia, specializing in comprehensive financial and tax planning services for federal employees and other clients nationwide. The firm offers a range of services, including retirement planning, estate planning, tax planning, and investment management, with a particular focus on federal employees covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The firm's team of experienced professionals works closely with clients to develop personalized financial plans that align with their unique goals and circumstances. They emphasize a collaborative approach, ensuring that clients are actively involved in the decision-making process while providing expert guidance and support. This client-centric philosophy aims to empower individuals to make informed financial decisions and achieve long-term financial security. Mason & Associates, LLC is recognized among America's fastest-growing private companies, reflecting its commitment to delivering high-quality financial planning services. The firm's dedication to client success and its comprehensive approach to financial planning have contributed to its growth and reputation in the industry.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Mason & Associates, LLC
What sectors does Mason & Associates, LLC invest in?
Mason & Associates, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Newport News, Virginia, United States. Mason & Associates, LLC is listed as a other in the ConnectSafely investor database.
What stage does Mason & Associates, LLC invest at?
Mason & Associates, LLC backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does Mason & Associates, LLC invest in?
Mason & Associates, LLC invests across United States.
What companies has Mason & Associates, LLC invested in?
Mason & Associates, LLC's portfolio includes MediaWorks Studios, Retail Ventures, TransLogistics Inc., Global Tech Solutions, Consumer Goods Ltd., NextGen Communications, HealthFirst Medical and ABC Corporation.
How do I contact Mason & Associates, LLC?
Mason & Associates, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
