Featured Business Financial Advisor in Saginaw, MI
Saginaw Financial Advisors
Gardey Financial Advisors
100 Harrow Lane
Saginaw, MI 48638
(989) 791-3880
“Secuiring Your Financial Future”
Advisor Profile
Jonathan Gardey
Name:  Jonathan Gardey
Phone Number:  (989) 791-3880
Website:  Visit Website

About Gardey Financial Advisors

Gardey Financial Advisors, an investment management and
financial planning firm, founded in 1985 by Kim Gardey, has
grown into a team of 18 associates including five Certified
Financial Planner professionals and a Chartered Financial
Analyst. These professionals work to secure your financial
future.

Our Advisors have backgrounds that include over 300 years of
professional investment management and financial planning
experience. These professionals have additional experience in
everything from brokerage firms, corporate finance and bank
trust departments to higher education, insurance, and real
estate. This ensures that you will receive only sound
financial advice. We work closely with our client's attorneys,
tax preparers, and other professionals.

Gardey Financial Advisors services are provided on a fee basis
with compensation solely through fees paid directly to the
firm by clients. Commissions are not accepted from any
source. Professional advice is provided but no products
(i.e., stocks, mutual funds, insurance or annuities) are ever
sold. Gardey Financial Advisors believes there is a
significant conflict of interest if an advisor stands to gain
financially from the purchase of any product that he or she
recommends to a client. Gardey Financial Advisors is a
Fiduciary and the firm's compensation is structured to ensure
that all recommendations that are made are in the best
interest of the client.
 

General Information

CRD#:    2564418
Firm CRD#:    105337
Name of Custodial Firm:    Charles Schwab & Co., Inc.
States Licensed in:    MI
States Willing to do Business in:    Auburn,Bay City,Birch Run,Brant,Breckenridge,Bridgeport,Burt,Carrollton,Chesaning,Clio,Essexville,Fairgrove,Flushing,Frankenmuth,Freeland,Hemlock,Henderson,Kawkawlin,Linwood,Merrill,Midland,Montrose,Munger,New Lothrop,Oakley,Reese,Saginaw,Saint Charles,Vassar,Wheeler
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    25
I work with the following types of clients:    Non-Profit Organizations, Businesses, Charitable Trusts, Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Annuities, Insurance
I can meet clients in the following ways:    At my office, Via phone, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    Paladin Registry, Certified Financial Planner, Chartered Financial A
 

Firm Information

Assets Managed by Advisor:    $200,000,000
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Jonathan Gardey

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