David Mason, Financial Advisor

FINANCIAL ADVISOR
David J Mason

CFP®, ChFC®
164 Market Dr, Athol, MA 01331opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Baseball
  • Golfing
  • Hockey
  • Camping
  • Fishing

Team Members

  • Tina Leslie
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(978) 780-0002

Fax

(833) 295-8183

Office Address

164 Market Dr
Athol, MA 01331opens in a new window

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