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Refer a Friend

Our favorite stories at Mason & Associates are called "hero stories." Hero stories begin with an introduction by a current client or friend and conclude with our firm having a profound impact on the referrals' lives. It is our goal to make every referrer a hero by delivering comprehensive financial planning advice and changing the lives of those who were introduced to us. Be someone’s hero and introduce them to our radio show or a complimentary consultation at our office in Newport News.

Our radio show airs the first and third Tuesday of every month on WNIS AM 790 from 6:00 to 7:00 p.m. Michael Mason, the voice of Mason & Associates, focuses the show on current events and financial planning strategies for both public and private sector employees.  

Click here to view our Radio Show Flyer.

Click here to learn more about our radio show. Click here to download a flyer of our upcoming radio shows.

A complimentary consultation is the initial, fact-finding appointment with one or more of our advisors at our office in Newport News.  Here the advisors have the ability to learn about a family’s specific circumstances, and to analyze and evaluate individual goals and objectives. We welcome referrals and other potential clients to set up a complimentary consultation.

How to refer and schedule the complimentary consultation:

Option 1: Ask your advisor at Mason & Associates to make contact by providing the name and phone number of the person referred.

Option 2: Have the referral contact Alýssa Quinn at (757) 223-9898 or aquinn@cfiemail.com to schedule the complimentary consultation. The referral should be prepared with the following information:

  • Advisor(s) referred
  • Who referred
  • Retirement coverage (CSRS, FERS, CSRS Offset, Military, VRS, Huntington Ingalls, etc.)  
  • Best phone number and email address