Peter Mortka

Peter A Mortka

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
FINRA BrokerCheck
  • AR License: #2201835
  • CA License: #0C68920

3 Atrium Drive, Suite 255,
Albany, NY 12205
518-459-4665 518-677-1184 Visit my website

About my practice

Financial planning requires a commitment of time - yours and my team. We will work to understand your current personal and financial circumstances and your goals for the future. Together, we will develop a financial plan that balances your short-term needs with your long-term goals. Whether you are looking to protect, grow or transfer wealth, we can help.

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