Peter A Mortka, CFP®, CLU®, ChFC®
Wealth Management Advisor


Spring Street Financial

  • Office 518-459-4665
  • Fax 518-677-1184
Team photo

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, we can help. My team understands the complex financial issues and the ways in which these issues might affect your future.

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. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let us help you ensure your financial future is all you want it to be.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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