Marco  Lima,  CFP<sup>&reg;</sup> - Financial Advisor

Marco Lima, CFP®

CEO

MRA Advisory Group

3799 US Highway 46, Ste 100
Parsippany, NJ 07054
FINANCIAL ADVISOR'S WEBSITE
(844) 672-7623
(973) 928-8752
CONNECT WITH Marco
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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.

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Financial Advisor Experience

15+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

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.

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

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Helpful Financial Planning Resources