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Mascagni & Company is located in quaintly beautiful Clinton, Mississippi, just a short drive from the state’s capital city of Jackson. In 1998, Mascagni & Company offices moved from Jackson into The James House, built in 1935, which is located in historic Olde Town Clinton. Amidst the homey setting of the James House, Mascagni & Company provides clients with personal service.
Certified Financial Planner® Randy Mascagni and his staff are often referred new clients who find themselves in the midst of coping with life changes, typically:
- Retirement
- Divorce
- The death of a parent or spouse
- The sale of a family business
- Inheritance
- Receiving a lump sum settlement
Even though planning for life’s inevitable changes is best, the professionals at Mascagni & Company can develop and apply financial planning strategies quickly to help clients potentially achieve the best outcome possible for any financial situation, however unexpected it may be. The Mascagni team skillfully helps clients plan ahead or respond to a sudden change, and they do so with understanding and empathy.
- Mascagni & Company advises more than $100 million of investment assets for clients in 16 states.
- Two Certified Financial Planners, two paraplanners, and support staff work together to help clients with planning, decision-making, even referrals to counseling or anything else a client may need.
- Clients receive financial updates at least twice a year, face-to-face.
- Couples meet together so that everyone’s questions can be answered and any fears or concerns can be discussed and dealt with.
Telephone calls are answered personally and promptly by a friendly voice. Contact us to set up a free, no-obligation consultation.
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Telephone calls are answered personally and promptly by a friendly voice. Contact us to set up a free, no-obligation consultation.
“Whenever clients need us,
we’re here. They tell us
we’re just the right size—
not too big, not too small—
to provide the service they expect.”
—Randy Mascagni
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