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

855-246-3548
info@mundifinancial.com
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Strategic Investing Without the Noise

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

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Cutting Edge Technology, Hometown Feel

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

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A Mutual Relationship of Trust

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

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Building a Holistic Map to Your Future

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

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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.

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What We Do

We focus on both investment management and financial planning.

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How We Do It

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

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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

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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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.

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