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Location:
Albany, NY
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LOCATION INFO
1581 Route 9
Suite C
Clifton Park, NY 12065
Phone: (518) 371-2004, ext. 12
Fax: (518) 371-1916
ABOUT THIS LOCATION
Located in suburban Albany, The Mutual Fund Store in Clifton Park serves the areas of Albany, Schenectady, Troy and Saratoga Springs. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
Mike Morgante
CFS®
Managing Partner & Senior Investment Advisor
Began his career in the financial services industry in 2004.
Successfully completed the Series 7 & 66 licenses administered by FINRA.
Earned the distinction of Certified Fund Specialist (CFS®).
B.A. degree in Business Administration and Economics from the University at Albany.
Active volunteer at Special Olympics of NY.
Hometown is Yorktown, NY.
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