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Our Firm

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.

The firm was founded on two main ideas... SERVICE & TRUST

At First Mason Financial, LLC our approach is purely consultative, not product driven.  We believe that all clients should be provided solutions, not sales gimmicks.  We believe that an advisor's role should be one of understanding the needs and long term goals their clients and then providing quality advice in order to reach those goals.