Broker Check

90 Crystal Run Road, Suite 101, Middletown, NY 10941

855-246-3548
info@mundifinancial.com
Client Login

Strategic Investing Without the Noise

We help alleviate your financial anxiety so you can enjoy life.

Learn More

Cutting Edge Technology, Hometown Feel

As independent advisors, we give each of our clients the individualized attention they deserve.

Learn More

A Mutual Relationship of Trust

We trust our clients and they trust us. This mutually beneficial relationship can help you pursue your goals.

Learn More

Building a Holistic Map to Your Future

In Latin, “mundi” means map. Let’s map out your financial future. 

Learn More
At Mundi Financial

At Mundi Financial

We are more than your financial advisor, and we work for YOU!  

 Who We Are

We are a team of independent advisors focused on your individual goals.

Learn more

What We Do

We focus on both investment management and financial planning.

Learn more

How We Do It

We hold some of the highest designations in our industry and pass this knowledge onto our clients.

Learn more
Action Today, Results Tomorrow

Action Today, Results Tomorrow

Our name comes from the Latin word mundi, or map. The steps you take today impact the life you live tomorrow, in the future, and for generations to come. We have dedicated our careers to helping you make the right decisions now to reap the benefits later. We work with clients to develop investment strategies and financial plans. From planning for retirement,  to leaving a lasting legacy for their families.

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More
Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn More
Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More
Take Charge of Your 401(k)

Take Charge of Your 401(k)

Receive a FREE copy of our latest whitepaper to learn information that can help save you thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have a Question?

Thank you!
Oops!

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.