Comprehensive Financial Planning and Investment Management
Gardey Financial Advisors is a full service investment advisory firm providing portfolio management and financial planning services located in Saginaw, MI.
We offer a wealth of services:
Investment management
Pre/Post retirement planning
Estate planning
Tax minimization
Insurance review
College funding
Debt management
Budgeting
Keywords: financial advisor, investment advisor, portfolio management, financial planner, Gardey Financial Advisors, Saginaw, MI, Investment management, Pre/Post retirement planning,
Estate planning, Tax minimization, Insurance review, College funding, Debt management,
Budgeting, retirement, investment advisers, portfolio managers, insurance, advisory, securities, investment managers, stocks, bonds, mutual funds
Interview Q&A
How long have you been in business?
Over 25 years
What is your primary product or service?
Comprehensive Financial Planning and Investment Management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Kim M. Gardey, CFP®, Chairman and Chief Executive Officer of Gardey Financial Advisors, and a member of the Investment Committee, has spent all of his working life in the field of investment management and personal financial planning. He began his career in the Investment Department of the National Bank of Detroit. After four years he joined the Second National Bank of Saginaw where he was ultimately named a Senior Vice President and Senior Trust Officer before he left the bank in 1985 to establish his own investment management and financial planning firm. In his position at Second National Bank, he headed the bank=s Trust Department. He also headed the bank=s Bank Investment Department where he was responsible for the management of the bank=s bond portfolio.
Kim earned (with honors) his bachelor=s degree in Economics from the University of Michigan and a master=s degree in Economics from the University of California where he was named a Distinguished Scholar. He is a Certified Financial PlannerJ professional.
Kim also served on the faculties of Saginaw Valley State University and Delta College where he taught courses in Economics, Monetary Theory & Policy, and Investment Management. He is a member of The Institute of Certified Financial Planners, the CFA Society of Detroit, the American Economic Association, the CFA Institute, The National Association of Personal Financial Advisors (NAPFA), The Royal Economic Society, and is a member and past president of the Northeastern Michigan Estate Planning Council.
How do you differentiate yourself from other businesses in your category and area?
We take into consideration all of the clients assets. Our clients are treated individually based on their specific need. We don't use the "Cookie Cutter" approach with our clients. We customize our service to the needs of the client.
How many locations do you have and do you have plans to expand?
We only have one location. We currently don't have plans to expand.
What type of payments do you accept?
Check or direct withdrawal from a brokerage account.
Which areas do you service?
We have clients in 21 states. We are able to service people where ever they are located.
Who owns your company or runs daily operations?
Kim Gardey is the owner.
What are your hours of operation?
8:30am to 5:00pm
Contact Gardey Financial Advisors:
