Verified Company
Marco, Joe and Carol, are a pleasure to work with at all times.
Wife and I have wonderful relationships with them all.
We discuss our options in friendly manner with give and take. As a team we reach a conclusion for further action or not. Most happy with advice, return on investment as per our requested risk factor tolerance and strategy given our economic situation. Bounced around with big box investor guidance options. MRA is best for us as retirees needing advice for asset allocation and legacy considerations.
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Marco continues to provide best analysis and provide guidance while listening to our needs and thoughts. Joint decisions give us confidence in going forward with changes as fits the fluctuating environment. Most pleased with staff, virtual meetings and disbursements as needed. Excellent experience as always.
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MRA Advisory Group is comprised of highly qualified professionals including wealth advisor, tax advisor and all. The level of knowledge and the service quality are at a top notch, combining digital technologies with human insights focused on individual circumstances. Their guidance is always reliable and timely.
Reply from MRA Advisory Group
2021.05.19
Hi, Sunny. We are delighted that you had a great experience with us. Thank you for taking the time to rate us!
MRA Advisory Group has been great for me and my family, be it investments, tax help or estate planning, they are everything we need and could not be easier to work with.
Reply from MRA Advisory Group
2024.03.19
Thanks, Thomas! We're glad you're happy with our work. We appreciate you taking the time to leave us a review.
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Marco and his staff have been knowledgeable & efficient with our financial account. Although we are relatively new clients, we have felt greater confidence with his suggestions and explanations each time we meet. He explains details clearly enabling us to have an understanding of how we are moving forward.
Reply from MRA Advisory Group
2024.03.19
Thanks Audrey! We're glad to hear you're happy with our work. Thanks for taking the time to rate us!
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MRA Advisory is a full service organization that has highly skilled and competent professionals. I love them!
Marco has been my financial advisor for over 15 years prior to founding MRA with his partner. I have referred over 5 clients to him over the years that are now satisfied and loyal customers as well. I also use them for my tax needs. I had very bad experience with another accounting firm after starting my small business and Alison came to the rescue and I have been with her ever since. This team is the best in the business as far as I am concerned. Trusted, loyal and competent. I highly recommend MRA Advisory.
Reply from MRA Advisory Group
2023.08.21
Hi, Frederica. Thank you so much for rating your experience with us so highly!
We've worked with Marco Lima and the MRA team for years. The experience is always exemplary -- the team is informed, insightful and helpful in supporting our financial planning. Highly recommend!
Reply from MRA Advisory Group
2023.06.21
Hi, Deron. Thank you so much for rating your experience with us so highly!
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