Question 1

What is the background of the investment professionals?

Accepted Answer

The investment professionals can be checked through the FINRA Broker Check website, which provides information on their background, qualifications, and any disciplinary actions.

Question 2

What services does the company offer?

Accepted Answer

The company offers investment management services, business solutions, and individual/family solutions. They also provide various educational resources, calculators, newsletters, and video learning materials.

Question 3

Where are the company's offices located?

Accepted Answer

The company has two office locations: one in Manchester, New Hampshire and another in Hampton, New Hampshire.

Question 4

Can the company conduct business outside of the referenced states?

Accepted Answer

No, the investment professionals are licensed to sell insurance and offer securities products and services only in the states of NH, CT, FL, MA, ME, NM, NY, PA, SC, WA, GA, MD, NC, and NJ. No insurance business may be conducted outside of these states.

Question 5

How can I connect with the investment professionals?

Accepted Answer

Clients can connect with the investment professionals, Jeff and Greg, through the company's website or by visiting one of the office locations.

Mason Financial Group

Company Overview

Company Name

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About Mason Financial Group

Frequently Asked Questions about Mason Financial Group

What is the background of the investment professionals?

What services does the company offer?

Where are the company's offices located?

Can the company conduct business outside of the referenced states?

How can I connect with the investment professionals?

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