Business Details
50+ Years
experience
Your Trusted Financial Partner in Manchester, NH
At Mason Financial Group, we approach every client relationship with the same principle: how would we want this person taken care of if they were a member of our family? Since 1972, our firm has built a reputation for delivering personalized financial solutions grounded in trust, integrity, and deep expertise. With offices in Manchester and Hampton, New Hampshire, we serve individuals, families, and business owners across multiple states, offering comprehensive services including investment management, estate planning, insurance solutions, and business advisory services. Our team combines decades of experience with advanced credentials, including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, to provide holistic financial strategies tailored to each client's unique goals.As a family-owned practice, we prioritize long-term relationships and continuous guidance, ensuring our clients' financial plans evolve alongside their changing needs. Backed by the resources of Eagle Strategies LLC and NYLIFE Securities LLC, we deliver sophisticated investment advisory services while maintaining the personalized touch that defines our practice. Our commitment to excellence has earned recognition through lifetime membership in the Million Dollar Round Table (MDRT) and affiliations with leading industry organizations. Whether helping clients plan for retirement, protect their assets, or navigate complex business transitions, we remain steadfast in our mission to grow, protect, and conserve wealth with the same care we would extend to our own family.
Services
Financial Planning
Investment Management
Estate Planning
Insurance Solutions
Business Advisory Services
Details
- Year established: 1972
Highlights and features
- We combine 50+ years of experience with advanced industry credentials including CLU and ChFC designations
- Our family-owned practice prioritizes personalized service and long-term client relationships
- We maintain lifetime membership in the globally recognized Million Dollar Round Table (MDRT)
- Our holistic approach integrates investment management, estate planning, and business advisory services
- We operate as fiduciaries, always putting clients' interests first in financial decision-making
Associations and certifications
- Million Dollar Round Table (MDRT)
- NYLIFE Securities LLC
- Eagle Strategies LLC
Services
Financial Planning
We create comprehensive financial plans tailored to individual goals, risk tolerance, and life stages. Our process begins with a detailed analysis of assets, liabilities, and cash flow to develop strategies for wealth accumulation and preservation. Clients receive ongoing monitoring and adjustments to ensure their financial plans remain aligned with evolving objectives.
Investment Management
Through Eagle Strategies LLC, we offer customized investment solutions using a disciplined approach that considers risk tolerance and time horizons. Our services include fund advisory programs, separately managed accounts, and ETF/mutual fund portfolios designed to maximize long-term returns while managing portfolio volatility.
Estate Planning
We develop estate conservation strategies to minimize tax liabilities and protect loved ones. Our approach coordinates with clients' legal and tax advisors to create plans that align with personal values while addressing federal and state tax implications through various insurance and trust solutions.
Insurance Solutions
We offer life insurance products including whole life, term life, universal life, and survivorship policies. These solutions provide death benefits, tax-deferred cash value accumulation, and living benefits that support estate planning, business succession, and charitable giving objectives.
Business Advisory Services
We help business owners with succession planning, key person insurance, buy-sell agreements, and executive benefit programs. Our services address all stages of the business lifecycle, from attracting top talent to facilitating smooth ownership transitions while maintaining company stability.
People
Jeff Mason
President
Founder of Mason Financial Group with 50+ years of experience. Holds CLU and ChFC designations. Lifetime MDRT member. 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. Earned LUTCF designation. Specializes in holistic financial planning for business owners and families. Active MDRT member. Graduated from St. Joseph's University of Philadelphia. Focuses on personalized client solutions.
Questions
What services does Mason Financial Group Group offer?
We provide financial planning, investment management, estate planning, insurance solutions, and business advisory services for individuals and business owners.
Are you fiduciaries?
Yes, we operate as fiduciaries, always prioritizing clients' interests in financial decision-making.
How are you compensated?
We receive compensation through advisory fees, insurance commissions, and investment product fees as disclosed in our agreements.
Do you work with out-of-state clients?
We serve clients in 17 states including NH, CT, FL, CA, NY, and TX as licensed.
What credentials do your advisors hold?
Our team includes Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), and MDRT members.
How often do you review financial plans?
We conduct quarterly portfolio reviews and annual comprehensive financial plan assessments with clients.
