Financial Advisors in Clifton Park, NY

Helping you elevate your financial potential

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28 Corporate Drive

Suite 101

Clifton Park, NY 12065

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THE Clifton Park, ny TEAM

  • Mike Morgante

    Director, Financial Planning

    Albany

    Mike Morgante

  • Paul Rubacka

    Director, Financial Planning

    Albany, Syracuse

    Paul Rubacka

  • Alex Pinn

    Director, Financial Planning

    Albany, Syracuse

    Alex Pinn

 

 

 

 

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Working with us in Clifton Park, NY

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. The Edelman Financial Engines office in Clifton Park is here for you, serving the Greater Albany area. 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.

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