@masoncompanies.com
Mason provides private individuals, families, and institutions with financial planning, investment management, and charitable giving advice.
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About
Description
Mason Investment Advisory Services is a highly respected brand that has been providing customized financial planning, investment management, and charitable giving advice since 1982. Whether you're a private individual, a family, or a senior corporate executive, Mason offers tailored financial planning solutions to meet your specific needs. They have also expanded their services to include investment consulting for institutions such as foundations, endowments, corporate funds, and retirement plans.
What sets Mason apart is their commitment to independence and unbiased advice. They believe that clients deserve straightforward recommendations that are not influenced by conflicts of interest. As a boutique investment advisory firm, Mason relies on sound, time-tested principles and comprehensive data to help clients make informed financial decisions.
With a team of highly experienced and dedicated professionals, Mason ensures that their private clients and institutional partners receive outstanding service and personalized attention. If you're looking for a trusted advisor who puts your best interests first, Mason Investment Advisory Services is the brand for you
Company Type
Privately Held
Company Size
51-200
Year Founded
1982
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