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Featured Business Financial Advisor in Saginaw, MI
Saginaw Financial Advisors
Gardey Financial Advisors
100 Harrow Lane
Saginaw, MI 48638
“Secuiring Your Financial Future”
Advisor Profile
Jonathan Gardey
Name:  Jonathan Gardey

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

States Licensed in:    MI
Firm CRD#:    105337
CRD#:    2564418
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
Number of Years with Current Firm:    25
Years of Experience in Financial Services:    25
Name of Custodial Firm:    Charles Schwab & Co., Inc.
I work with the following types of clients:    Charitable Trusts, Non-Profit Organizations, Businesses, Individual Investors


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

Qualifications & Memberships

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

Firm Information

Assets Managed by Advisor:    $200,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500000
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only

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