Mundi Financial

(on crystal run road)
Financial and Investment Services in Middletown, NY
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

90 Crystal Run Road
Middletown, NY
10941

About

The word mundi comes from the Latin mundus, or world. We chose this name because we build maps for our clients’ financial futures. We believe in looking at the whole picture and addressing all aspects of your life, from the way you approach budgeting and planning to the goals you hope to achieve in retirement.

We serve as more that just your financial advisor. The long-term relationships we foster with clients allow us to serve you on a personal level and get to know you and your unique situation. We take the guesswork out of financial planning and approach your goals from a tactical, strategic approach. We help cut out the noise so you can focus on what matters most.

Our team is knowledgeable, strategic, and focused on your goals.

Please note our other locations at Middletown, Fishkill, Suffern, and Tarrytown NY.
As well as other locations throughout the Tri-State Area,

Photos

Mundi Financial Photo

Services

  • Wealth Management
  • Retirement Planning
  • Tax Planning/Management
  • Estate Planning

Latest

The timing of #PrimeDay means the #HolidayShopping Season will kick off earlier than ever. CNBC.COM Amazon Prime Day set for Oct 13 and 14 after coronavirus delayed original summer date
#COVID-19 has caused widespread damage to the #economy and households are affected unevenly. New polling data reveals that households with someone who has had the #coronavirus are much more likely to be suffering financially. NPR.ORG Nearly Two-Thirds Of U.S. Households Struck By COVID-19 Face Financial Trouble
How much do you know about stocks? MUNDIFINANCIAL.COM How Stocks Work
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MINDBODYGREEN.COM Just 15 Minutes Of Intense Exercise May Improve Your Memory
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy MUNDIFINANCIAL.COM The Junk Drawer Approach to Investing
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. MUNDIFINANCIAL.COM Monthly Market Insights | October 2020
For investors, 2020 has been quite the ride. We have just emerged from the two most devastating quarters since the #FinancialCrash of #2008, interrupting what was a strengthening #USEconomy characterised by increasing employment and robust earnings. As we move into Q4, there are three things we think are going to define the outlook from here... ARABIANBUSINESS.COM Bullish on the US economy despite Covid and Trump
The term #DigitalDollar has been popping up in several #stimulus drafts lately, as well as various white papers from the #IMF and other finance-related institutions, and also private-sector projects over the last few years. While a #NewCurrency is unlikely to be instituted as a result of a 5-page #SenateBill, its presence should act as a reminder of where the financial system is most certainly headed. MEDIUM.COM Are You Ready for Your New Bank Account?
Valuation is important for business succession, estate taxes andeven qualifying for a loan. MUNDIFINANCIAL.COM What is the Value of Your Business?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams MUNDIFINANCIAL.COM “Dirty Dozen” Tax Scams to Watch For
#CollegeTuition #PaymentPlans help families pay tuition bills over time instead of all at once. Generally, payments are monthly and must be completed before the end of the associated academic term. FORBES.COM College Payment Plans: An Alternative To Student Loans
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. MUNDIFINANCIAL.COM What’s Your Investment IQ?
#PresidentialCandidates always hype the coming #election as the most important in our lifetimes. This time it might be true. CNN.COM Analysis: A nation in crisis faces a critical moment in history this election
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates. FORBES.COM The Most Dangerous Age For Retirement
Test your estate strategy knowledge with this short quiz. MUNDIFINANCIAL.COM Test Your Estate Strategy Knowledge
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds. MUNDIFINANCIAL.COM Data Thieves from Outer Space
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. MUNDIFINANCIAL.COM Monthly Market Insights | January 2021
When the rules of the game change, tactics should follow in response to the new landscape. MUNDIFINANCIAL.COM Revising Estate Strategy Assumptions
#U.S. #NewVehicleSales fell 14.6% last year. A second-half #rebound kindled optimism for #Automakers #recovery later this year. ABCNEWS.GO.COM Late sales rebound helps US automakers avoid 2020 disaster
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire? THEBALANCE.COM Can You Get By on the Average Retirement Income?
The $600 #StimulusCheck going out to millions of people can now be individually tracked through the #IRS' "Get My Payment" website, which reopened on Monday afternoon. The site informs people about the date of their payment and whether they will receive it via direct deposit or the mailed payment date. CBSNEWS.COM Second stimulus check: How you can track when you'll get your payment
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. MUNDIFINANCIAL.COM Creative Ways to Motivate Your Employees
THU, FEB 11 State of the Markets Webinar
#Facebook will now take tougher action on any post that suggests that the #COVIDVaccine is not safe and effective. AXIOS.COM Facebook says it will crack down on COVID vaccine misinformation
Despite efforts to lower the dollar amount on a possible #ThirdStimulusCheck, #Democrats successfully kept the threshold at $1,400. Under their proposal, all #Americans earning less than $75,000 would receive another check. FASTCOMPANY.COM Third stimulus checks update: $1,400 still on the table after GOP attempt to lower threshold defeated
Working in Retirement: New trend or same old story? MUNDIFINANCIAL.COM Where Will Your Retirement Money Come From?
State of the Markets Webinar Please join us for a comprehensive review of the stock market, the economy and a look at what may happen in 2021. The speaker for this event is Bill Krivicich, CEO and Chief Investment Officer of Mundi Financial. https://www.mundifinancial.com/events
Tax time can be a good time to give your household budget a checkup. MUNDIFINANCIAL.COM Budget Check Up: Tax Time Is the Right Time

Information

Company name
Mundi Financial
Category
Financial and Investment Services

FAQs

  • What is the phone number for Mundi Financial in Middletown NY?
    You can reach them at: 855-246-3548. It’s best to call Mundi Financial during business hours.
  • What is the address for Mundi Financial on crystal run road in Middletown?
    Mundi Financial is located at this address: 90 Crystal Run Road Middletown, NY 10941.
  • What are Mundi Financial(Middletown, NY) store hours?
    Mundi Financial store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.