How We Work

While developing a customized financial strategy, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following services:

This approach is based on a financial  analysis process designed to  help address portfolio diversification. The professionals at Mundo Financial Services are committed and dedicated to ensure your satisfaction with our services.

Our experience helps us to understand many aspects of the ever-changing investment landscape, which in turn enables us to provide services that are as versatile as they are diversified.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (860) 783-5553