MS
Mason Street Wealth Management
Mason Street Wealth Management : guider les familles de Fresno vers des futurs financiers réfléchis.
3.9
Business
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Mason Street Wealth Management : guider les familles de Fresno vers des futurs financiers réfléchis.
Mason Street Wealth Management, situé au 5250 N Palm Ave Ste 201, Fresno, CA 93704, propose du conseil financier et de la gestion de patrimoine. Les avis décrivent Sean Mason et son équipe comme compétents et transparents, avec une atmosphère conviviale et familiale et une communication réactive. Les clients apprécient des explications claires, une planification sur mesure et la tranquillité d'esprit ; un avis évoque des inquiétudes quant à la priorité donnée à la richesse personnelle. La pratique met l'accent sur des stratégies prudentes et des revues régulières du portefeuille.
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Gestion de portefeuille personnalisée, allant de stratégies conservatrices à orientées croissance pour faire croître vos actifs au fil du temps.
Planification complète pour assurer une retraite sécurisée, y compris des ajustements de comptes et des stratégies de revenus.
Conseils pour mettre en place et gérer des plans d'épargne pour l'éducation des enfants, avec des explications claires des options.
Des sessions de conseils personnalisés pour comprendre et aligner vos objectifs financiers, en présentant de manière transparente les avantages et les inconvénients.
Des bilans réguliers pour discuter et ajuster votre portefeuille, afin de s'assurer qu'il reste aligné sur vos besoins évolutifs.
Note globale
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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