Jonathan Gardey- Financial Advisor Saginaw, MI

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About Jonathan Gardey

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

Qualifications & Membership

Firm Information

Compensation and Fees

Education

MBA - Finance and in Money and Financial Markets - Finance

Columbia University
1991 - 1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1878995/paladinregistry-Gardey-Financial-Advisors-detailed-disclosure.html

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Jonathan Gardey

Gardey Financial Advisors