Our Story

Tundidor Wealth & Investment Group

Our firm practices with an independent model along with an open-architecture platform, which allows us to provide sound, unbiased financial advice to our clients. Our independent and open-architecture models allow flexibility with strategies, not limiting us to a specific set of products or funds. Every financial plan that we structure for our clients is customized to meet their short, medium and long-term goals. 

We believe in adapting to a changing economic environment. To uphold to this belief, we regularly rebalance and reevaluate client portfolios and their written financial plans to ensure they match our clients personal goals while acting in accordance with the current nature of the changing economy.

With our clients in mind, we have established a suite of services. With this concept, we aim to provide our clients with a one-stop shop for all of their financial needs. If we are solely unable to provide our clients expertise level advice, we have professionals on our team that are qualified to give additional advice.

Our ultimate goal is to establish lasting successful relationships with our clients. It is our priority to help you achieve your goals so that you can enjoy more of your life.


Voya Financial (NYSE: VOYA)

Voya Financial, Inc. (NYSE: VOYA), which rebranded from ING U.S. in 2014, helps Americans plan, invest and protect their savings — to get ready to retire better. With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya’s vision is to be America’s Retirement Company®.

Please visit the link below to learn about Voya Financial's Assets Under Management and Awards/Recognition: