1. 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

  2. Happy New Year 2018 Recap

      Happy New Year! With the start of each New Year we like to take a look back and a look forward into the world of investing. 2018 Recap The U.S. economy demonstrated strength throughout 2018. It grew at a rate of 3.4% for the first nine months, its strongest performance since 2005. Unemployment dropped to levels not seen since 2000 and inflation remained under control. But this economic strength…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. Supporting Local Charities

    ONE BUSINESS' STORY: SUPPORTING LOCAL CHARITIES In 1985, Kim Gardey established what is now known as Gardey Financial Advisors. Kim and his wife, Barbara, started the business out of their home. Gardey Financial Advisors has grown to a staff of 18 and has over 300 years of combined financial experience. Gardey Financial Advisors serves clients in 16 states from their Saginaw, MI office. Years ago,…Read More

  8. Michigan 2018-2019 Economic Outlook

    State specific economic forecasts don't get much media play. In Michigan we are fortunate that the University of Michigan's Research Seminar in Quantitative Economics has been preparing Michigan for specific economic forecasts since 1952. The latest iteration, "The Michigan Economic Outlook for 2018-2019" recently came out. This forecast does two things. It confirms the positive change that we've …Read More

  9. 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

  10. 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