Mundo Financial Services

At Mundo Financial Services, we believe that everyone deserves a financial strategy that adapts to their unique needs and goals. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to individuals and families in the vibrant community of Lakewood Ranch. We take pride in our commitment to client success, and we're passionate about helping our clients achieve the life they want.

Our Mission

Our mission is to provide personalized financial solutions that empower our clients to make informed decisions about their financial future. We believe in building long-term relationships based on trust, integrity, and open communication. Our goal is to help our clients achieve financial freedom, so they can focus on what matters most to them.

Our Services

We offer a wide range of financial services, including:

• 401(k) Plans and Services: We help our clients navigate the complexities of retirement planning and investment management, providing tailored solutions to maximize their retirement savings.
• Buying Real Estate in Your IRA: We provide expert guidance on using your IRA to invest in real estate, helping you diversify your portfolio and achieve your financial goals.
• Annuity and Life Insurance Quotes: We offer competitive annuity and life insurance quotes, providing our clients with the protection and security they need.
• Behavioral Financial Advisor: Our team of certified behavioral financial advisors uses a unique approach to help our clients understand their financial behaviors and make informed decisions.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. Our team includes:

• Michael Mundo, Managing Director: With years of experience in the financial industry, Michael is committed to helping his clients achieve their financial goals.
• Nicholas Aligizakis: Nicholas is a seasoned financial professional with a passion for helping his clients make informed decisions about their financial future.

Resources

We believe that financial education is key to making informed decisions. That's why we provide a wealth of resources on our website, including:

• Videos: Our video library covers a range of financial topics, from retirement planning to investment management.
• Articles: Our blog features timely and informative articles on personal finance, retirement planning, and more.
• Calculators: Our calculators provide valuable insights into your financial situation, helping you make informed decisions about your money.
• Presentations: Our presentations cover a range of financial topics, providing educational insights and valuable information.

Why Choose Us

At Mundo Financial Services, we're committed to providing exceptional service and guidance to our clients. We believe in building long-term relationships based on trust, integrity, and open communication. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals, and we're passionate about making a positive impact in our community.