Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
75 Commerce Way
We understand our clients are looking for a financial advisor representative who can not only help them plan and address their wealth, but also deliver trust and estate services. As part of our business model to provide our clients with the best possible services, we have partnered with Premier Trust of Nevada (a wholly owned subsidiary of Ladenburg Thalman Financial Services LTS – AMEX). As an integral part of our wealth management services menu, Premier Trust can offer comprehensive estate planning solutions such as:
In addition to offering the traditional trust services, Premier provides our clients a unique and distinct advantage – the ability to have a Mundo Financial Services LLC advisor service client accounts within a National Financial brokerage account. This partnership provides a vehicle for our advisors to control assets and wealth for multiple generations while utilizing Premier Trust as a corporate trustee.