Nicholas Mason, Financial Advisor located in Charlotte, NC

Financial Advisor
Nicholas A Mason

CFP®, CRPC™, CRPS™
10800 Sikes Pl, Ste 140, Charlotte, NC 28277opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Traveling
  • Reading

Team Members

  • Shannon LaFreniere
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(704) 542-8994

Fax

(888) 646-6713

Office Address

10800 Sikes Pl
Ste 140
Charlotte, NC 28277opens in a new window

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