Allstate Personal Financial Representative: Daniel Taylor

Mason & Associates, LLC is an independent financial planning firm located in Newport News, Virginia, offering comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and Military personnel due to our close proximity to Langley Air Force Base, Little Creek Base, Ft. Eustis Army Base, Norfolk Naval Shipyard, NASA, Department of Defense, and the VA Hospital, to name a few. You do not have to be a State or Federal employee to enjoy our exceptional planning services.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Newport News – open by appointment only – is here for you, serving the Peninsula area, including Williamsburg and Hampton. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

As a Personal Financial Representative in Newport News, Ive gotten to know many local families. I understand that when it comes to planning for your financial future, each persons needs are unique. Thats why when you contact me at my Newport News office, youll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.