Mason & Associates, LLC
Mason & Associates, LLC has a perfect rating of 5 from 68 reviews, with clients praising their personalized service and in-depth financial planning. They are best known for their comprehensive wealth management strategies. However, they may not be the best fit for those seeking a more hands-off approach. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is comprehensive wealth management. It serves Newport News and surrounding areas, with $1,000 to $5,000 for specific services pricing, and the honest trade-offs are may not suit hands-off investors and limited online resources.
Pros
- Highly rated for personalized service
- Strong wealth management strategies
- Experienced team
Cons
- May not suit hands-off investors
- Limited online resources