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Mike

Morgante

CFS庐, CRPC鈩

picture of a planner

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庐

Chartered Retirement Planning Counselor鈩

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鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e 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.

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