static-logo

MRA Advisory Group

Financial Services

View Employees from MRA Advisory Group

Company Information

Headquarters
-
Founded in
2017
Employees
Speciality
Financial PlanningWealth ManagementTaxesInsuranceBusiness ServicesPrivate EquityReal Estate
Overview
We are a generational planning Registered Investment Advisory (RIA) firm. We offer flexible subscription-based advisory services for all stages of your financial journey, including: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services and Insurance. Experienced: Since 2012, MRA’s advisors have been successful financial planning and wealth management professionals associated with an unaffiliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA). Our advisors have over 100 years of combined industry experience. Fiduciary: With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff. Most of our Wealth Advisors have over two decades of financial services industry experience. Systems Driven: We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
search

Sign Up to View MRA Advisory Group’s Top Employees

Instant access. Cancel anytime

Similar Companies

Similar Companies
M&T Bank

United States

static-Similar Companies-page
WOM Finance

Indonesia

static-Similar Companies-page
The Mortgage Works (TMW)

United Kingdom

Similar Companies
OTO Group

Indonesia

Start with AroundDeal For Free!

Use AroundDeal to build prospect lists in 1 click.

Instant access. Cancel anytime

Get Contact Info for All Employees

Employees:

static-employee
Marco Cfp® Lima

CEO, Wealth Advisor

static-employee
Alison Cogan

Director OF TAX Services

static-employee
Gene Hale

Director OF Business Development


static-employee
Nick Pirsos

Financial Advisor

static-employee
Jolaine Richmond

Client Experience Coordinator