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Showing 1 - 4 of 4 results
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
Newport News, Virginia
1-10 employees
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. 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. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
Retirement Benefits Rank
Top Benefits
MAINSAIL WEALTH ADVISORS, LLC
MAINSAIL WEALTH ADVISORS, LLC
Gloucester, Virginia
1-10 employees
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
Retirement Benefits Rank
Market Leading
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CORNERSTONE WEALTH
CORNERSTONE WEALTH
Williamsburg, Virginia
11-50 employees
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Cornerstone Wealth, 3111 Northside Avenue, Suite 300, Richmond VA, 23229, (757) 645-2485. This communication is strictly intended for individuals residing in the states of VA, KS, NC, SC, GA, MD, AZ & NJ. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Competitive
OAK WEALTH PARTNERS, INC.
OAK WEALTH PARTNERS, INC.
Lexington Park, Maryland
1-10 employees
Oak Wealth Partners, Inc. is an investment management firm specializing in qualified plans. Our clients trust us with managing their 401(k), 403(b), 457, and deferred compensation plans. We also are highly qualified to manage other investments such as Individual Retirement Accounts (IRA).
Retirement Benefits Rank
Market Laggard