Mason Coffey Email & Phone Number

As a dedicated advisor at Equitable Advisors I am here to help build a life that reflects your goals today. We help our clients navigate the often complicated and emotional issues that come with managing money. We will help you save time, money, and take the stress out of managing your finances.We help you secure and grow your wealth through:- Retirement Planning- Education Funding- Tax-savings strategies- Life, Disability Income and Long-Term Care Insurance - Employer benefit program analysis including 401(k), deferred compensation, stock options, restricted stock units, NUA opportunities and stock concentration risk management- Investment asset allocation analysis- Estate planning, including beneficiary designations, gift planning to family and charity, and trust needs.- Lifetime wealth forecastingI am a graduate of the University of Central Florida with a degree in Economics. I have a passionate for finance, financial markets and helping others achieve their financial goals.