Nationwide Financial Planners

National Coverage

Local Professionals

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
Kim Gardey
Name:  Kim Gardey
Phone Number:  (989) 791-3880
Website:  Visit Website

About Gardey Financial Advisors

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

Our Advisors have backgrounds that include over 273 years of professional investment and financial planning experience ? and 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 clients? 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. The firm?s compensation is structured to ensure that all recommendations are made 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:    28
Number of Years with Current Firm:    28
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses, Charitable Trusts
 

Services

Investment Types:    Insurance, Annuities, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Institute of Certified Financial Planners
 

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: Kim Gardey

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.