Mason G Mortimer – Edward Jones

Best of the best!
Mason is a fantastic financial advisor. We have been clients for 8+ years now, and can’t imagine ever going to another advisor. He is extremely knowledgeable, takes the time to answer all our questions, and contacts us regularly to make sure we’re on track with our investments.
We have been especially impressed by Mason’s integrity and work ethic. He has never tried to talk us into buying and selling investments frequently so he can make a quick commission. Instead, he has always advised us to buy high-​quality investments and hang on to them, only making changes when they are truly warranted.
His office manager Janice is fantastic, too. She is friendly, thorough, and her turnaround time when we need anything is always quick. She and Mason make a great team, and their customer service is above and beyond what I would expect from a financial advisor. Give them a shot, I promise you won’t be disappointed!