portrait of Mason G Mortimer
FINANCIAL ADVISOR

Mason G Mortimer

CFP®
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Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Running
  • Volunteering
  • Traveling
  • Spending Time with Family
  • Snorkeling

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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