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Kate Montalbano

Wealth Advisor

 

 

Kate is a Wealth Advisor at Burzynski Group Retirement Solutions with over a decade of experience in financial services. She graduated from the University of Windsor with a degree in Political Science in 2013, and then began her career at her father’s financial firm in Windsor, Ontario, earning her CFP® designation in Canada in 2019.

Outside of work, Kate enjoys traveling with her husband Anthony, yoga, cooking, and quality time with her loved ones, including her 3 cats.

 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.

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Phone: 248-641-3900 
Fax: 248-247-1628

880 W Long Lake Road
Suite 520
Troy, Michigan 48098

Office Hours:
Monday – Thursday: 9:00 a.m. – 5:00 p.m.
Friday: 9:00 a.m. – 3:00 p.m.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1897453 – 8/23
*Brett Burzynski passed his Series 66 license in 2012.

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Insurance products are offered through the insurance business Burzynski Group Retirement Solutions.  Burzynski Group Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by Burzynski Group Retirement Solutions are not subject to Investment Advisor requirements. 

Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income, etc. streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Burzynski Group Retirement Solutions is stated or implied. Appearances on 62 CBS Detroit and Radio shows on WWJ are a paid placement. 1897453 – 8/23