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First Mason Financial, LLC

Advice You Can Trust


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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Advice You Can Trust

Finding the Best Financial Products for You

We work for you! First Mason Financial, LLC is an independent investment and insurance advisory firm devoted to identifying your financial needs and finding the best available financial products to meet those needs. We hope you will find this website to be a valuable resource.

Our services include preparing and implementing comprehensive personal financial plans, managing investment portfolios, providing best in class insurance products at the right price, employee benefits and access to new issue IPO's.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Please call us at 330-722-5777, or email us, or use one of the quote forms here on our website, for a quick response to your request for a quote.

We look forward to the opportunity to serve your financial needs.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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