Michael T. Mundo, LPL Financial Advisor
The professionals at Mundo Financial Services have been working with individuals and businesses in the area of Connecticut in South Windsor, Windsor, Hartford County, Ellington, Vernon, Bloomfield, Wallingford, Norwich, New London. In New York, Manhattan, Long Island, Nassau County, Suffolk County, Massapequa, Merrick, for over a decade.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and addressing your financial objectives. Focusing on 401k roll over’s and retirement planning strategies
One of the advantages of working with us is our ability to provide clear, easily understood explanations of financial services. Helping you Roll over your 401k to an IRA and help you manage your retirement goals. The personalized strategy that we can provide is a roadmap toward addressing your financial future. If your looking for that second opinion on what to do next with that 401k Roll Over contact us today for your free review.
We’re looking forward to using our experience to help you pursue your financial goals.
Michael Mundo holds licenses for General Securities Representative (Series 7) General Securities Principal (Series 24), Uniform Securities State Agent (Series 63), Uniform Investment Advisor (Series 65) and Life Insurance
*securities registrations held through LPL Financial