Mason & Associates
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.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Investment Advisory Services
- Military Veterans
- Retirement Planning
- Social Security Benefits
Sentiment Analysis
As our financial advisor, Tommy Blackburn does a fantastic job answering all of our questions.
Always a pleasure to work with John and the rest of the Mason staff.
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.
The fact that we can pick up the phone and call Tommy anytime we have a question was something that an online metal fund broker never offered.
I could not understand why he said it was important to wait until age 70 to start receiving social security.
With Mike's assistance he helped to guide us through the retirement planning process, the retirement process and now into a comfortable retirement.
He is personable, responsive, and provides thorough explanations of all options.
In fact, I consider Ken one of my close friends and I rest easier knowing if something happens to me, Mason and Associates will help my wife navigate the complexities of OPM and our other financial instruments.
Although we miss the social activities they are famous for since the pandemic, the Mason’s have allowed us to maintain financial stability, obtain long term care and tax advice in our retirement years.
My husband and I have been clients of Mason and Associates for almost 9 years.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.