Michael T. Mundo, LPL Financial Advisor

BFA

For over two decades, the professionals at Mundo Financial Services have been serving individuals and businesses in key markets such as Connecticut, New York, Manhattan, Long Island, California, Michigan, Kentucky, Utah, Virginia, Georgia, and now South Florida. Just to name a few.

We invite you to explore the resources on our website, and if you have any questions, feel free to reach out via email or phone 860-783-5553. We’re always happy to connect and discuss your needs.

Through our experience, we've found that a collaborative team approach is one of the most effective ways to support clients with diverse financial needs in today’s complex financial landscape. By offering insights from professionals with varied backgrounds, education, and experience, we provide well-rounded guidance for your financial future.

At Mundo Financial Services, we are dedicated to building lasting relationships with our clients. We focus on helping you assess your financial goals and craft strategies that address your retirement planning and IRA rollover needs. One of the key benefits of working with us is our ability to explain financial concepts in clear, understandable terms, ensuring you feel confident about your decisions.

Whether you’re looking for guidance on IRA Rollovers or seeking advice on retirement planning, we provide personalized strategies to guide you toward your financial future. If you’re seeking a second opinion on what to do with your 401(k), contact us today for a complimentary 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

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