We help clients solve current financial challenges and plan for their future with confidence.
Welcome to MRA Advisory Group
What can we simplify for you today?
Dealing with a job loss?
Concerned about your investment portfolio?
Need a transition to retirement?
Paying too much in taxes?
Schedule a free meeting with one of our fiduciary advisors
What to expect:
A friendly and knowledgeable staff who understands the financial issues of your generation
Confidentiality about your financial situation
Professionals who work in a fiduciary capacity
An open conversation about your financial goals and dreams
An initial assessment of any "financial blind spots" which may be in the way for you to achieve your financial goals
Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
MRA Advisory Group's Investment Committee met recently for their Quarterly Investment Meeting, in which they make changes to our Risk Number Model Portfolios. The video above better explains their changes and the reasons behind them. To learn more about our...
On September 21st, 2022 AdvisorHub released their list of "Fastest Growing Advisors to Watch" and MRA Advisory Group is delighted to announce that Marco Lima, CFP®, CFO, Wealth Advisor was included in their list! AdvisorHub's...
Yield. Safety. Liquidity. No Minimums | No Transaction Limits APY 2.20%* We want you to think about the cash you keep at banks or other financial institutions. At MRA Advisory Group we’ve been putting many of our clients into the Federally Insured Cash Account...
Federal Reserve Chairman Jay Powell remains in uber-monetary tightening mode utilizing higher interest rates, continued quantitative tightening, and equally important, increased tough jawboning to get inflation expectations, notably his, under control. After the...
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As we're all aware, Florida is dealing with Hurricane Ian's fallout right now. Our thoughts are with our MRA family, clients, and all Floridians as they battle this storm, with the hope they are in safe and secure locations. Our hearts are with those communities that...
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If you're a business owner wondering about Succession Planning and the future of your business, look no further! Lawrence K. Bogar, of MRA Tax Services is here to help. Larry strives to help business owners identify and prioritize their objectives with respect to...
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