Place Category: Professional Services
Kay brings a wealth of knowledge to Freitag Financial Services and to southwestern Wisconsin. Kay is dedicated to serving her clients and producing sound financial decisions for each clients particular situation.
Born and raised in Monticello, WI, Kay has spent the last 16 years with the Bank of Monticello as an investment executive with PrimeVest Financial Services, Inc. During this time she worked with individuals, families, and small business owners.
?I help others find out what their needs are by asking questions and putting a strategy in place that helps to fulfill their objectives?
Helping You to Invest in Your Future!
- Financial Resource Analysis
- Retirement Planning
- College Funding Products
- Investment Products
- Estate Analysis
- Business Continuation Planning
- Executive Fringe Benefits
- Employee Benefit Products & Services
Kay is very involved in her community, as president and 21-year member of the Monticello Business and Professional Association, a supporter of school music programs and a recipient of the Monticello School Spirit Award, and an active member of the Washington Reformation United Church of Christ. Kay also enjoys spending time with her husband Dan and attending community festivals.
So stop in and ask Kay how she can help you get your financial strategy on track. Freitag Financial Services is located on Main Street in downtown Monticello WI.
Visit our website and get connected to up-to-date financial information and more.
markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio.
Contact Freitag Financial Services, to see how Kay Freitag can help you prepare for your financial future.
Call 608-938-1133 or Email Kay today!
Securities provided through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
- Phone: (608) 938-1133Address: 208 N Main St
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