MRA Advisory Group

Financial Services - Parsippany, NJ, US

MRA Advisory Group Employees
Dalton Chandler

Director of Wealth and Tax Services

Contact Dalton Chandler

Jolaine Richmond

Client Experience Coordinator

Contact Jolaine Richmond

Carol Kupetz

Director or Client Services

Contact Carol Kupetz

Paul Plemenos

Partner, Director of Wealth Management

Contact Paul Plemenos

Marco Lima

CEO, Wealth Advisor

Contact Marco Lima

Alison Cogan

Director of Tax Services

Contact Alison Cogan

Joseph Verile

Operations And Account Manager

Contact Joseph Verile

View All MRA Advisory Group Employees Contact All MRA Advisory Group Employees
MRA Advisory Group Senior Management
Marco Lima

CEO, Wealth Advisor

Contact Marco Lima

Marco CFP

CEO, Wealth Advisor

Contact Marco CFP

Adam Anderson

managing partner - chief executive officer

Contact Adam Anderson

View All MRA Advisory Group Employees Contact All MRA Advisory Group Employees
MRA Advisory Group Details

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.

MRA Advisory Group logo, MRA Advisory Group contact details
Website: mraadvisory.com
Employees: 20 - 49
HQ: 973-917-3905
Location: Parsippany, NJ, US
Revenue: 1 - 2.5 Million
Financial Planning Wealth Management Taxes Insurance Business Services
MRA Advisory Group Technologies
Email Providers

Outlook

Widgets

Google Play

Marketing Automation

Hubspot

CMS

WordPress.org

Other

Mobile Friendly

View All Technologies Used At MRA Advisory Group

Contacting MRA Advisory Group: Connect with Executives and Employees

Get in Touch with MRA Advisory Group Executives and Employees

Connecting with MRA Advisory Group's Executives and Workforce

Accessing Contact Information for MRA Advisory Group Executives

Connecting with MRA Advisory Group: Reach Out to Their Team

Discover How to Contact MRA Advisory Group Executives and Staff

Looking to connect with MRA Advisory Group executives or employees?

Seeking to Get in Touch with MRA Advisory Group Executives or Staff?

Want to Reach Out to MRA Advisory Group Executives or Team Members?

In Search of Contact Details for MRA Advisory Group Professionals?

Connecting with MRA Advisory Group: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z