Insights

Financial Expertise Mason & Associates boasts over 30 years of experience in wealth management, investments, insurance, and estate planning, positioning them as a trusted advisory firm with a mature client base seeking comprehensive financial solutions.

Client-Centric Approach The company's emphasis on personalized planning based on individual stories and goals indicates an opportunity to offer tailored financial products or advisory services that align with their focus on building close client relationships.

Growth Potential With revenue estimates between 10 and 25 million dollars and a relatively small team of 11 to 50 employees, there is potential for strategic partnerships or technology solutions that enhance operational efficiency and support expansion efforts.

Technology Stack Utilizing modern tech such as AWS, Bootstrap, and reCAPTCHA, Mason & Associates is open to leveraging innovative technology solutions, creating opportunities for tech vendors to provide solutions that improve client engagement or compliance.

Market Niche Serving multiple states with federal registration as a fee-only adviser, Mason & Associates targets a competitive segment of financially literate clients, presenting a chance to introduce specialized financial products or marketing campaigns tailored to affluent individuals and small businesses.

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Mason and Associates, Inc. Tech Stack

Mason and Associates, Inc. uses 8 technology products and services including Amazon Web Services, Google Fonts API, jQuery UI, and more. Explore Mason and Associates, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
Moment.js
Javascript Libraries
reCAPTCHA
Security
Bootstrap
UI Frameworks
X-Content-Type-Options
Web & Portal Technology
Apache
Web Servers

Media & News

Mason and Associates, Inc.'s Email Address Formats

Mason and Associates, Inc. uses at least 1 format(s):

Mason and Associates, Inc. Email Formats	Example	Percentage
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	45%
First@masonlifeplanning.com	John@masonlifeplanning.com	8%
FirstLast@masonlifeplanning.com	JohnDoe@masonlifeplanning.com	2%
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	45%

Frequently Asked Questions

Where is Mason and Associates, Inc.'s headquarters located?

Mason and Associates, Inc.'s main headquarters is located at 7474 N Figueroa St, Los Angeles, CA 90041, US. The company has employees across 2 continents, including North AmericaEurope.

What is Mason and Associates, Inc.'s phone number?

You can contact Mason and Associates, Inc.'s main corporate office by phone at

+1-323-254-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mason and Associates, Inc.'s official website and social media links?

Mason and Associates, Inc.'s official website is masonlifeplanning.com and has social profiles on LinkedIn.

What is Mason and Associates, Inc.'s SIC code NAICS code?

Mason and Associates, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Mason and Associates, Inc. have currently?

As of December 2025, Mason and Associates, Inc. has approximately 20 employees across 2 continents, including North AmericaEurope. Key team members include President: C. M.Founder/Structural Engineer: P. M.Senior Partner: J. A.. Explore Mason and Associates, Inc.'s employee directory with LeadIQ.

What industry does Mason and Associates, Inc. belong to?

Mason and Associates, Inc. operates in the Financial Services industry.

What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes Amazon Web ServicesGoogle Fonts APIjQuery UIMoment.jsreCAPTCHABootstrapX-Content-Type-OptionsApache.

What is Mason and Associates, Inc.'s email format?

Mason and Associates, Inc.'s email format typically follows the pattern of FLast@masonlifeplanning.com. Find more Mason and Associates, Inc. email formats with LeadIQ.

When was Mason and Associates, Inc. founded?

Mason and Associates, Inc. was founded in 1989.

Mason and Associates, Inc.

Q: How many employees does Mason and Associates, Inc. have currently?

Mason and Associates, Inc. has approximately 20 employees.

Q: What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes Google Maps, Vimeo, Google Analytics, Orbit Slider, jQuery.

Financial ServicesUnited States11-50 Employees

Mason & Associates, Inc. has more than 30 years of experience in the fields of investments,wealth management, insurance, estate, retirement, and business continuity planning. 

As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.

Mason and Associates, Inc., is a fee-only Federally Registered Investment Adviser to residents of: Arizona, California, Colorado, Illinois, Iowa, Nevada, New Jersey, Texas.