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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.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™


Bachelor of Science, State University of New York at Albany

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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 Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning