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Jonathan Gardey, CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst
Gardey Financial Advisors

Tel: 989-791-3880
100 Harrow Lane
Saginaw, MI 48638
Gardey Financial Advisors | Financial Advisor in Saginaw ,MI

Secuiring Your Financial Future


About Jonathan Gardey

" President and CEO of Gardey Financial Advisors
" Former officer in the United States Navy; was the Chief Engineer aboard a hydrofoil stationed in the Caribbean.
" Master of Business Administration degree in Finance and in Money and Financial Markets from Columbia University
" He is a Chartered Financial Analyst (CFA®), and a Certified Financial Planner (CFP®) professional.
" Jon is Past President of the Northeastern Michigan Estate Planning Council
" Serves on the Board of Directors of Covenant Healthcare System and on the Delta College Foundation Investment Advisory Committee.
" Is treasurer of his son's Boy Scout troop, enjoys racing sailboats and trains as a Taekwondo black belt.
" Lives in Freeland with his wife Cheri and their 2 sons. His two older daughters are attending SVSU and CMU.


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.

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General Information

Firm Start Year:   1985
No.of Employees:   10-19
Name of Custodial Firm:   Charles Schwab & Co., Inc.
States Licensed in:   MI
Number of Years with Current Firm:   25
Work with the following types of clients:   Businesses, Charitable Trusts, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Wealth Management

Services

Investment Types:   Insurance, Mutual Funds, Commodities, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Via Phone, Our Office, Via Email

Qualifications & Memberships

Financial Organization Memberships:   Chartered Financial A, Certified Financial Planner, Paladin Registry

Firm Information

Assets Managed by Advisor:   $200,000,000

Compensation and Fees

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

Board Positions

Organization :   Northeastern Michigan Estate Planning Council
Position :   Past President

Education

MBA - Finance and in Money and Financial Markets  - Finance   Columbia University  - New York City, NY
1991- 1993

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Financial Services

Investment Advice & Management

We use a Three Step process to ensure your investments suit your needs. In Step 1 we get to know you and your financial situation. In Step 2 we build an investment portfolio that will suit your needs and in Step 3 we continue to monitor your investments and make changes as needed.

Wealth Management

For clients with portfolios of $500,000 or more we also provide comprehensive financial planning services including estate planning, insurance analysis, pre and post retirement planning, college funding for children and grandchildren and tax planning.


FAQs

Why should I choose you as my financial advisor?

Second Second National Bank of Saginaw where he was ultimately named a Senior Vice President and Senior Trust Officer; Established his own investment management firm in 1985. BA (with honors) in Econ from the University of Michigan; MA in Econ from the University of California where he was named a Distinguished Scholar. He is a Certified Financial Planner™ professional. Manages 180 clients.

How are you compensated? How will I pay for your services?

Approximately 180

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No

How many clients do you currently manage?

We do not charge separately for Financial Planning advice. It is an integral part of our Wealth Management Service.

Will you be the only person working with me?

Our client's maintain control over their Asset Allocation Targets, which are the foundation of their investment portfolio. Due to this, individual investment changes are done on a Discretionary basis by the firm.

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Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM

Communities Served

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

Compensation Arrangements

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