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Mason & Associates, LLC

EST. AUM
$471,360,944

CONTACTS
5

CLIENT ACCOUNTS
1,687

Firm Details

Metro area Virginia Beach
CRD Number 307206
Website masonllc.net
Client types

Overview

Mason & Associates operates as an independent, fee-only financial planning firm based in Newport News, Virginia. They provide continuous comprehensive financial planning and tax planning services to clients nationwide. Their expertise lies in advising federal employees enrolled in the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS), helping them optimize federal benefits and offering guidance on financial planning areas such as retirement, tax, and estate planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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