Mike
Morgante
CFS®, CRPC™
Here to act in your best interests
About me
I started my career as a financial professional in 2004. I take a comprehensive approach to helping my clients achieve their financial goals. Every client is unique so I approach each situation strategically and create actionable steps to help guide them every step of the way. For fun, I love spending time outdoors hiking, biking and hanging out with family and friends.
Certifications
Certified Fund Specialist®
Chartered Retirement Planning Counselor™
Education
Bachelor of Science, Economics - State University of New York at Albany
Visit one of our Locations
Albany
28 Corporate Drive
Suite 101
Clifton Park, NY 12065
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
