Mason and Associates, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Mason and Associates, Inc. operates in the financial services sector with a focus on investments, wealth management, insurance, estate planning, retirement planning, and business continuity planning. The firm emphasizes a client-centered approach, aiming to understand each individual’s life story to guide the development of a financial roadmap that aligns with personal goals and objectives. It serves residents in multiple states as a federally registered, fee-only investment adviser, positioning itself as a fiduciary-oriented partner in comprehensive financial planning. Based in Los Angeles, California, the company has been operating for more than three decades and serves a client base ranging from individuals to small to mid-sized households seeking integrated planning across several financial disciplines.

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