Annual Financial Check-Up
Saginaw Township Business Association January 10, 2019 Presented by: Jonathan M. Gardey, MBA, CFA®, CFP® Presient and CEO Gardey Financial Advisors, Inc. Click here to access the presentation! …Read More
Articles
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Gardey Financial Advisors proudly announces that Ashley Ciolek, the firm’s Chief Compliance Officer and Vice President of Operations has reached her 25th year milestone with the firm.
Ashley joined the firm in 1993 as an intern. She started her career in finance with a Bachelor of Business Administration degree from Saginaw Valley State University, which she earned while working at Gardey Financial Advisors. Ashley continued her education so as to be certified as an Investment Ad…Read More
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Introducing Brianna Campos
Gardey Financial Advisors is thrilled to announce the addition of Brianna L. Campos to their team. She will be fulfilling the role of Administrator. Brianna graduated with highest honors from Delta College with an Associate in Business Studies and General Management. She is currently attending North…Read More
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Introducing Anne Moskal
Gardey Financial Advisors Announce The Addition of Moskal to their Team Gardey Financial Advisors is thrilled to announce the addition of Anne M. Moskal to their team. She will be fulfilling the role of Scanning Clerk. Anne attends Nouvel Catholic High School and will be graduating in the spring of …Read More
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Equifax Security Breach
EQUIFAX SECURITY BREACH On September 7, 2017, a cybersecurity breach was announced by Equifax, one of the three U.S. credit-reporting bureaus, impacting approximately 143 million people. The unauthorized access occurred from mid-May through July of 2017. As a result, Equifax is offe…Read More
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What is a Fiduciary?
I am seeing more and more references to the term “fiduciary” in newspaper articles, in online advertisements, and in news reports. Do you know the answers to the following questions? What is a fiduciary? Why are fiduciaries important? Why are fiduciaries in the news? Definition (fi·du·ci·ar·…Read More
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What You Need to Know About Bonds and Why
Bonds and stocks are the two basic building blocks of any investment portfolio. Bonds are, undoubtedly, the less understood of the two. A stock represents ownership in a business, and the stockholder shares in the profits and losses of the business. But what about bonds? A bond is a surprisingly sim…Read More
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How to Choose the Most Effective Charity
By Kim Gardey Making a charitable contribution is a lot like making an investment. Just as you want to maximize the return on your investment, you want to get the most from your contribution. How can you choose the charity that will make the best use of your contribution? What you want to know is ho…Read More
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How to Build Your Retirement Savings the Easy Way
By Kim Gardey If someone offered to deposit money into your retirement account every pay day, would you turn them down? Well, maybe someone has already made that offer. If your employer offers a 401(k) retirement account, chances are good that as part of the plan, they will match a portion of your c…Read More
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Gardey Financial Advisors Supports READ Association of Saginaw County
Throughout 2016, the staff of Gardey Financial Advisors organized a series of fundraising events with all proceeds going to the READ Association of Saginaw County. The events held by Gardey Financial Advisors included the sale of candy, soda, and fruit; holding a cookout; a can and bottle drive, and…Read More