Mason Financial Group

Business Details

50+ Years

experience

Your Trusted Financial Partner in Manchester, NH

At Mason Financial Group, we begin every client relationship by asking how we would want someone treated if they were a member of our family. Since 1972, our firm has operated under this principle, creating a culture where clients truly become part of our extended family. With offices in Manchester and Hampton, New Hampshire, we specialize in helping individuals, families, and business owners achieve their financial goals through practiced strategies tailored to their unique needs. Our services span financial planning, investment management, asset protection, estate planning, succession planning, and executive benefit planning. We leverage the sophisticated wealth management platform of Eagle Strategies LLC to design customized investment solutions that align with clients' objectives and risk tolerance. Our comprehensive approach includes analyzing assets, liabilities, cash flow, and investments to craft detailed financial plans that evolve with changing circumstances.

We serve business owners through specialized services like key person insurance, buy-sell agreement funding, and deferred compensation planning. For individuals and families, we offer wealth management, retirement planning, 401(k)/IRA rollovers, life insurance solutions, and disability/extended care planning. Our team combines decades of experience with industry-recognized credentials, including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. As a family-owned practice, we maintain strong community ties and prioritize transparency, ethical standards, and continuous client education through resources like calculators, newsletters, and video learning materials.

Services

Financial Planning Investment Management Business Solutions Individual/Family Solutions Estate Planning 401(k) Rollovers Life Insurance Succession Planning Executive Benefits Wealth Management

Details

Year established: 1972

Highlights and features

We approach financial planning with a family-oriented philosophy developed over 50 years of service
Our advisors hold advanced industry credentials including CLU and ChFC designations
We offer customized investment solutions through Eagle Strategies LLC's sophisticated platform
We provide comprehensive business succession and executive benefit planning services
Our team maintains active community involvement through board memberships and local organizations

Associations and certifications

Million Dollar Round Table (MDRT)
New York Life Insurance Company
Eagle Strategies LLC
NYLIFE Securities LLC

Website

Update Listing

Services

Financial Planning

We create comprehensive financial plans analyzing assets, liabilities, cash flow, and investments to identify clear paths toward financial goals. Our process involves crafting detailed strategies for wealth accumulation and preservation while continuously monitoring and adjusting plans to maintain alignment with evolving objectives. This service helps clients achieve long-term financial security through personalized guidance.

Investment Management

Through Eagle Strategies LLC, we design customized investment solutions using a disciplined approach that considers risk tolerance, time horizons, and financial objectives. Our services include fund advisory programs, separately managed accounts, and rep-directed portfolios that utilize diverse asset classes. We help clients navigate market complexities while maintaining focus on long-term wealth growth and preservation.

Estate Planning

We develop estate conservation strategies to minimize tax liabilities and protect loved ones. Our approach involves assessing state and federal tax impacts while creating plans that align with personal values and family needs. We coordinate with clients' legal and accounting professionals to implement effective wealth transfer solutions that ensure legacy protection.

Business Solutions

We help business owners address financial needs across all stages of the business lifecycle. Services include key person insurance, buy-sell agreement funding, executive benefit planning, and succession strategies. Our solutions aim to ensure business continuity, attract top talent, and facilitate smooth ownership transitions while maintaining financial stability.

Life Insurance

We offer various life insurance solutions including whole life, term life, universal life, and survivorship policies. These products provide death benefits for dependents, support estate planning, and offer living benefits through cash value accumulation. We help clients select appropriate coverage based on their financial goals and family needs.

People

Jeff Mason

President

Founder of Mason Financial Group with 50+ years of experience, Jeff holds CLU and ChFC designations. He specializes in holistic planning and has served on community boards including Girls, Inc. of New Hampshire. Graduated from University of New Hampshire in 1971.

Greg Mason

Financial Advisor

Financial advisor at Mason Financial Group since 2017, Greg takes a holistic approach to client planning. He earned his LUTCF designation from The American College and focuses on helping clients balance current enjoyment with future security. Graduated from St. Joseph's University of Philadelphia.

Questions

What services does Mason Financial Group Group offer?

We provide financial planning, investment management, estate planning, business succession strategies, life insurance solutions, and retirement planning services for individuals, families, and businesses.

How long has Mason Financial Group Group been in business?

Our firm has been serving clients since 1972 when Jeff Mason established the practice in Manchester, New Hampshire.

What areas do you serve?

We serve clients in New Hampshire and across multiple states including CT, FL, CA, NY, and TX through our affiliations with national financial institutions.

What makes your firm different?

We combine over 50 years of experience with a family-oriented approach, treating clients as extended family members while maintaining rigorous professional standards and industry credentials.

How are investment decisions made?

We use a disciplined approach through Eagle Strategies LLC, considering risk tolerance, time horizons, and financial goals to create customized investment solutions tailored to each client's needs.

What qualifications do your advisors have?

Our advisors hold advanced designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Life Underwriter Training Council Fellow (LUTCF).