Business Details
Your Trusted Financial Partner in Manchester, NH
At Mason Financial Group, we approach every client relationship with the same care and dedication we would extend to our own family. With offices in Manchester and Hampton, New Hampshire, our team builds lasting trust through personalized financial strategies tailored to individual and business needs. Our advisors combine decades of industry experience with a commitment to transparency, ensuring clients receive guidance grounded in integrity and long-term vision. We specialize in comprehensive financial planning, asset protection, and estate strategies, empowering clients to navigate complex financial landscapes with confidence. Our practice is built on three pillars: knowledge, sincerity, and trust, which guide every recommendation we make.By staying attuned to evolving market dynamics and regulatory changes, we provide actionable insights that align with our clients' unique goals. Our focus extends beyond immediate transactions to fostering generational financial wellness through education and proactive planning. We measure success by the financial security and peace of mind we help our clients achieve. With affiliations to industry-leading institutions like New York Life Insurance Company and NYLIFE Securities LLC, we maintain rigorous professional standards while prioritizing personalized service. Our team's credentials, including Million Dollar Round Table recognition, reflect our commitment to excellence in financial advisory services.
Services
Financial Planning
401(K) Rollovers
Asset Protection
Estate Planning
Succession Planning
Executive Benefits
Highlights and features
- We prioritize client relationships with a family-first approach to financial planning
- Our advisors hold elite industry certifications including Million Dollar Round Table membership
- We offer comprehensive services spanning investment management and estate planning
- Local New Hampshire expertise combined with national institutional support
- Transparent fee structures and personalized service models
Associations and certifications
- Million Dollar Round Table (MDRT)
- New York Life Insurance Company
- NYLIFE Securities LLC
- Eagle Strategies LLC
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to achieve short and long-term monetary goals. We analyze current financial status, risk tolerance, and future aspirations to develop actionable strategies. Clients receive ongoing guidance through life's changing circumstances, ensuring their financial plans remain aligned with evolving objectives.
Estate Planning
We help clients preserve wealth across generations through strategic estate planning. Our services include wills, trusts, and tax-efficient transfer strategies tailored to individual family dynamics. We coordinate with legal professionals to ensure proper documentation and compliance with state regulations. Our goal is to protect assets while minimizing administrative burdens for beneficiaries.
401(K) Rollovers
This service facilitates seamless transitions of retirement savings from employer-sponsored plans to personalized investment portfolios. We guide clients through IRS regulations and tax implications while maintaining investment continuity. Our rollover process preserves retirement assets while opening access to expanded investment options and personalized management.
Asset Protection
Our asset protection strategies safeguard financial resources from potential threats through legal and insurance-based solutions. We implement diversified investment approaches and risk management techniques tailored to individual circumstances. Services include liability insurance analysis, title structuring, and strategic asset allocation to mitigate exposure to financial risks.
Succession Planning
We develop customized succession plans for business owners ensuring smooth leadership transitions and operational continuity. Our approach addresses tax implications, ownership transfer mechanics, and leadership development. We collaborate with legal and accounting professionals to create comprehensive strategies that protect business value during ownership changes.
People
Jeffrey Mason
Financial Adviser
Jeffrey Mason holds FINRA Series 7 and 66 licenses, offering securities and advisory services through NYLIFE Securities LLC. With MDRT recognition, he specializes in retirement and estate planning for New England clients.
Gregory Mason
Financial Adviser
Gregory Mason provides financial solutions through New York Life Insurance Company and NYLIFE Securities LLC. His practice focuses on wealth management strategies for individuals and businesses across multiple states.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, retirement strategies, estate planning, asset protection, and business succession solutions tailored to individual and corporate clients.
Are you licensed to work with out-of-state clients?
Our advisors are licensed in 17 states including NH, MA, NY, FL, and CA. We provide services to residents in these states through registered entities NYLIFE Securities LLC and Eagle Strategies LLC.
What makes your firm different from other advisors?
Our family-centric approach combines institutional-grade resources with personalized service. We maintain affiliations with top financial institutions while prioritizing individual client relationships over standardized solutions.
How are your investment strategies structured?
We create customized portfolios based on individual risk tolerance, time horizons, and financial goals. Our strategies emphasize diversification and tax-efficient investing through NYLIFE Securities' comprehensive product offerings.
What credentials do your advisors hold?
Our advisors hold FINRA Series 7 and 66 licenses, maintain Million Dollar Round Table membership, and operate through SEC-registered investment advisory firm Eagle Strategies LLC.
