MS
Mason Street Wealth Management
Mason Street Wealth Management: Guiando a las familias de Fresno hacia futuros financieros conscientes.
3.9
Business
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Mason Street Wealth Management: Guiando a las familias de Fresno hacia futuros financieros conscientes.
Mason Street Wealth Management, ubicado en 5250 N Palm Ave Ste 201, Fresno, CA 93704, ofrece asesoría financiera y gestión de patrimonio. Las reseñas describen a Sean Mason y a su equipo como conocedores y transparentes, con un ambiente amistoso y de estilo familiar, y una comunicación ágil. Los clientes valoran explicaciones claras, una planificación personalizada y tranquilidad; una reseña señala preocupaciones sobre priorizar la riqueza personal. La práctica destaca estrategias conservadoras y revisiones periódicas de la cartera.
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Gestión de carteras personalizada con estrategias que van desde conservadoras hasta orientadas al crecimiento para ayudar a hacer crecer sus activos con el tiempo.
Planificación integral para garantizar una jubilación segura, incluyendo ajustes de cuentas y estrategias de ingresos.
Asesoramiento para configurar y gestionar planes de ahorro para la educación de los hijos, con explicaciones claras de las opciones.
Sesiones de asesoramiento personalizadas para entender y alinear las metas financieras, con ventajas y desventajas transparentes.
Revisiones regulares para discutir y ajustar su cartera, asegurando que permanezca alineada con sus necesidades cambiantes.
Calificación general
Marion Strong
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.
florence adams
After checking around, had to pass this firm, because, fees are not competitive, and much higher than other firms, plus their returns on investments are not attractive.
Johan Ramirez
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.
Joseph Hill
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
Sheryl DeWitt
Sean and his staff are honest, trustworthy, and knowledgeable. They treat us like family and make good, profitable investments with our money.
Diana Reyes
The staff has been very kind and genuinely concerned for us and our financial needs. The communication is above and beyond.
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