Paul Mason


As a fully licensed advisor in Boston, Paul focuses his practice on the entire spectrum of retirement, from pre-retirement needs to asset management and a holistic financial planning process and on to post-retirement needs. His goal is to provide education and recommendations through excellent service and clear communication.

Paul is a graduate of Ithaca College. He lives in Boston and enjoys basketball and running when not at the office. You can also find him on a local course or lake for golfing and fishing.

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