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Business Profile

Financial Planning Consultants

Mason & Associates, LLC

About

About This Business

Mason & Associates, LLC is an independent financial planning firm located in Newport News, Virginia. We offer comprehensive financial planning and tax planning with specialized knowledge of Federal employee benefits.

Products and Services

Federal Employees
Virginia Retirement System
Huntington Ingalls Industries
Military
Thrift Savings Plan (TSP)
Social Security Optimization Strategies
Voluntary Contribution Plan (VCP)
Federal Employees' Group Life Insurance
Federal Long Term Care Insurance Program
Financial Planning
Retirement Planning
Social Security Strategies
Civil Service Retirement System (CSRS)
Federal Employee Retirement System (FERS)
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)

BBB Accredited Since: 2/26/2013

Years in Business: 21

Photos and Videos

Business Details

BBB File Opened:
10/22/2007
Business Started:
8/1/2003
Business Incorporated:
4/3/2003
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. John Mason, President

Additional Contact Information

Principal Contacts
Mr. John Mason, President
Customer Contacts
Mr. John Mason, President
Fax numbers
Primary Fax: (757) 223-9990
Additional Phone Numbers
Other Phone: (800) 896-2766

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 585429 for this business, issued by Bureau of Insurance, Virginia. The expiration date of this license is 8/31/2025.

Bureau of Insurance, Virginia

P.O. Box 1157

Richmond VA 23219

BBB records show a license number of S0947699 for this business, issued by State Corporation Commission - Virginia

State Corporation Commission - Virginia

Tyler Building, 1300 E. Main St.

Richmond VA 23219

Additional Information

Payment methods
Credit Card, Check, ACH, Multiple Methods
Refund and Exchange Policy
N/A

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