Marra Financial Group
About
A Registered Investment Advisor, best selling author in the field with 34 years experience in Retirement Planning. I work for my clients, not the companies interests. I can be found on LinkedIn , Facebook, Amazon (my books) my website adress is www.marrafinancialgroup.com. I am not the typical Brick and Mortar, shiny 5th floor office where you are afraid to touch anything, promises the moon kind of advisor. If someone is interested in being wooed, I am not your person. I am factual, realistic, honest, work within "your" particular confines, listen more than talk and simply help my clients plan out a safe and dependable retirement. And I love doing it!
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Frequently asked questions
What is your typical process for working with a new customer?
If someone would like help or advice they can call me, text me, skype with me, email me, we can have a conversation and if it makes sense, we can meet for coffee and conversation. It's hard for people to know who to work with. I am very laid back, no need for pressure, people need to make their own decisions about who they are comfortable working with! This is a big deal for them. In either case, prospective clients will walk away much more educated then they were before we spoke. There is success in that by itself :)
What education and/or training do you have that relates to your work?
I am a Registered Financial Consultant with years upon years of education and experience. Experience spanning 34 years is the key. I have lectured in the tri-state area for years, I am a published best selling author, I've been featured in Forbes Magazine which, to be honest, is not that difficult to do.