Sarah Degraw, NSSA® Advisor · Middletown, NY
Sarah Degraw
Financial Advisor, Mundi Financial
Professional Profile
Meet Sarah DeGraw, a dedicated Financial Advisor at Mundi Financial, conveniently located at 90 Crystal Run Rd, Suite 101, in New York. With her friendly and approachable demeanor, Sarah excels at simplifying the complexities of personal finances, making it easy for clients to understand their financial options.
Specializing in asset management and financial planning for retirees and pre-retirees, Sarah brings a wealth of knowledge to the crucial conversations surrounding Social Security strategy. Her expertise ensures that clients receive tailored advice on when to strategically turn on their benefits, optimizing their financial future.
Sarah Degraw has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Known for her strong communication skills and commitment to her clients, Sarah is a reliable resource for anyone seeking to navigate the fast-paced world of finance. When she's not helping clients achieve their financial goals, you can find her enjoying the great outdoors, tending to her garden, or experimenting with new recipes. Choose Sarah as your trusted advisor and take the first step towards a more secure financial future.
Disclosure
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Mundi Financial is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Mundi Financial and Kestra IS are not affiliated.
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