601-925-8099
Mascagni & Company, Inc. - Financial & Investment Advisor
 
For CPA's/Attorneys

A Professional’s Resource

We work with CPAs and attorneys who can benefit from our experience and resources.

Mascagni & Company is a resource for CPAs and attorneys with clients in need of professional financial planning or investment advice on a new financial situation. You can refer your clients to us if they are dealing with:

  • Retirement
  • A business sale or transition
  • An inheritance
  • A financial settlement
  • Divorce
  • Loss of a Spouse
  • Caring for an Elder Parent
  • Marriage
  • Other significant changes in life

Having the Mascagni & Company team as a resource for your firm makes us an asset to your practice. You and your clients benefit from the experience and assistance of a friendly, experienced financial planning firm.

If you have any questions about the financial planning and investment services we can offer you and a specific client, please contact us.

 

  

 

We offer no-fee consultations. Please contact us for more information about how Mascagni & Company can assist your business.

Helping the Jackson Metro area since 1998. Contact us for a free consultation.           |      601-925-8099

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.