1. Gardey Financial Advisors Congratulates Two Staff Members

    Gardey Financial Advisors is proud to congratulate two members of our team who have recently earned their respective degrees.   Brianna L. Campos graduated summa cum laude from Northwood University earning a Bachelor of Business Administration degree in May.  Brianna accomplished this while working full time, supporting her husband who was also completing his degree, and preparing for the birth…Read More

  2. Economic Update February 20, 2019

    Economic Update: Saginaw Valley Chapter Of The Institute Of Management Accountants February 20, 2019 Presented by: Jonathan M. Gardey, MBA, CFA®, CFP® Presient and CEO Gardey Financial Advisors, Inc. Click here to access the presentation!…Read More

  3. 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

  4. 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 Adviser Certified Compliance Professional (IACCP®) and a Risk Management Specialist. She earned her c…Read More

  5. 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 Northwood University and plans on graduating in May 2019 with a Bachelor of Business Administration in Ma…Read More

  6. 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 2019. Anne plans on attending the University of Michigan and pursuing a career in the healthcare fie…Read More

  7. 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 offering free identity theft protection and credit file monitoring to all U.S. consumers. I recommend th…Read More

  8. 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·y) Fiduciary responsibility is not an exciting subject, but it is an extremely important one. The co…Read More

  9. 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 simple concept in spite of the mystique that surrounds it. What is a bond? It is simply an IOU. Like an…Read More

  10. 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 how much of your contribution will actually be spent on providing charitable services. All charities i…Read More