Mike
Morgante

CFS®, CRPC™

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Mike Morgante

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, State University of New York at Albany

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Visit one of our Locations

Albany

309 Clifton Park Center Road
Suite 10
Clifton Park, NY 12065

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health