Bob Mason, Financial Advisor located in Sewell, NJ

Financial Advisor
Bob Mason

MBA, CFP®, AAMS®
141 Egg Harbor Road, Sewell, NJ 08080opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Traveling
  • Trivia

Team Members

  • Julie Cordle
    Sr. Branch Office Administrator
  • Geri Grzegorski
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(856) 582-0212

Fax

(877) 273-8207

Office Address

141 Egg Harbor Road
Sewell, NJ 08080opens in a new window

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