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Marion Strongvia Google

3 months ago

Our experience with Sean and his staff has been amazing. They are all very helpful, and knowledgeable. We are treated such kindness. The advice Sean has given, and believe me we asked a lot of questions, has been exactly what we needed to give us peace of mind. We highly recommend them.

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Johan Ramirezvia Google

5 months ago

My experience with Mason Street Wealth Management in Fresno has been extremely disappointing. From the beginning, it became clear that the advisors here are far more concerned with growing their own personal wealth than actually helping their clients succeed. There was little to no genuine effort to understand my financial goals or offer tailored advice—instead, I felt like just another number in their system. What’s even more concerning is the overall character and professionalism of the staff. Communication was often dismissive or patronizing, and any questions I raised were met with impatience or vague, unhelpful answers. Rather than feeling supported, I often walked away from meetings feeling ignored and undervalued. We trust financial advisors to put our best interests first, but unfortunately, that trust was misplaced here. If you’re looking for a team that genuinely cares about helping you build a secure financial future, I strongly suggest looking elsewhere.

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Joseph Hillvia Google

about 1 year ago

I’ve been doing business with Fresno Financial Advisors (now Mason Street Wealth Management!) on my mother’s behalf for almost two and a half years. With a relatively conservative investment strategy her account has already grown by over 25%! My wife and I attended a client appreciation event earlier this week that further affirmed our belief that entrusting mom’s retirement income to Sean and his team was the best decision we could have ever made. Amongst a crowd of over 200 people, when I finally spoke with Sean, I was somewhat amazed that he even remembered my name! Sean’s team is made up of primarily family. They have always done an outstanding job at making us feel like part of the family as well. I did not enjoy that connection with mom’s previous advisor. I wholeheartedly recommend Mason Street Wealth Management. As Elvis would say: Thank you. Thank you very much! Joe Hill

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Rod Turleyvia Google

about 1 year ago

Fresno Financial Advisors has been managing my retirement accounts/strategies for over 7 years. Sean Mason has always been open and honest about options and explains the pros and cons with patience. The level of trust continues to grow as we work together. Sean returns my phone calls quickly and makes sure we sit down and discuss my portfolio on an annual basis, making sure adjustments are taken care of regularly. I have sent my own children to him for advice and know they will get the same treatment as I do. Thank you to Sean and the Fresno Financial Advisor team!

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Lauren Stewartvia Google

about 1 year ago

We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions. What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!