Mora AdvisorsMora Advisors is a premier family financial planning firm committed to empowering individuals, families, and businesses to achieve their long-term financial aspirations with confidence and clarity. Our mission is to provide personalized, strategic financial solutions that foster wealth creation, security, and generational success. With a client-centric approach, we tailor our services to meet the unique needs of each family, ensuring their financial goals are not only met but exceeded.Our ServicesAt Mora Advisors, we offer a wide range of financial planning services designed to support families at every stage of life:Roth IRAs for Children: We specialize in establishing Roth IRA accounts for minors, enabling families to jumpstart their children’s retirement savings with tax-free growth potential. Our team guides parents through the process, ensuring compliance with IRS regulations and maximizing contributions based on earned income.529 College Savings Plans: We help families plan for educational expenses by setting up and managing 529 accounts. Our advisors provide insights into tax-advantaged savings strategies, investment options, and state-specific benefits to secure a bright academic future for your children.UTMA/UGMA Custodial Accounts: For families looking to gift assets to minors, we facilitate the creation of Uniform Transfers to Minors Act (UTMA) and Uniform Gifts to Minors Act (UGMA) accounts. These accounts offer flexible investment opportunities while preserving funds for the child’s future needs, such as education or major life milestones.Living Wills: We assist clients in drafting living wills to ensure their healthcare wishes are clearly documented and respected. Our advisors work closely with legal professionals to create comprehensive advance directives, providing peace of mind for families during challenging times.Revocable Trusts: Mora Advisors helps families establish revocable living trusts to streamline estate planning, avoid probate, and maint
Mora Advisors (mora.com) has 7 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Conyers, Georgia
Excellent
7 approved reviews, newest moderated first
Alex
The idea behind Mora makes a lot of sense! Helping parents get organized so their kids are better protected and set up for the future. The platform is clean and easy to use, and the pricing is surprisingly reasonable for everything it covers. I absolutely love it!!
Gauher A.
I was investing for my kids in a very scattered way. I had no idea the process could be this easy and streamlined, and now I'm saving a major chunk in taxes and legal fees that's going straight into compounding. Highly recommend!
Caden C.
Great customer service! I was able to easily get my all my questions answered in a few minutes. Setting up my estate plan was easier than ever.
Gord
Great experience with Mora Financial. The team was helpful, professional, and made the process simple and smooth. Highly recommend!
Sarah A.
We recently worked with Mora Advisors on our family’s estate planning, and the experience was truly seamless. They made a complex process feel simple, approachable, and surprisingly affordable. We felt supported every step of the way and are so glad we took this important step for our family’s future. Highly recommend Mora to any families looking to get their estate planning in order!
Zaki M.
Mora is an exceptional experience, potentially changing your children’s life and setting them up for the future from the start. An idea whose time has truly come!
Ali M.
Easy to use website. Good phone support.