Marco Lima, CFP^®

CEO

MRA Advisory Group

3799 US Highway 46, Ste 100
Parsippany, NJ 07054

FINANCIAL ADVISOR'S WEBSITE

www.mraadvisory.com

(844) 672-7623

+1 More Number

(973) 928-8752

CONNECT WITH Marco

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee-based

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$500,000

My Links

Website

Schedule a conversation

General

Marco Lima is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MRA Advisory Group in Parsippany, NJ and the surrounding communities.

Financial Advisor Overview

Our mission: Simplify financial services across generations. MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that focuses on offering generational planning services to Millennials, Gen-Xers and Baby Boomers. We offer flexible subscription-based advisory services for all stages of your financial journey. MRA specializes in the following integrated areas: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services, Insurance Solutions and Real Estate.

Financial Advisor Experience

15+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NJ
Health/disability insurance: NJ
Fixed annuities: NJ
Variable annuities: NJ

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through MRA Advisory Group. A Registered Investment Advisor.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Job Loss, Minority Financing, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes