Merrill Lynch Financial Advisor Bernard Mason

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Bernard Mason is a financial advisor based in Fredericksburg, Virginia, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Bernard specializes in comprehensive financial planning and investment management. He serves a diverse clientele, providing personalized guidance to help them achieve their financial objectives.

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