Your Hometown Firm, No Matter Where You Live
Proudly Serving the Great Lakes Bay Region of Mid Michigan and Throughout the U.S.
Maintaining financial health over time is a process that requires personalized problem solving, a thoughtful approach, and a professional, experienced perspective. At Gardey Financial Advisors, we aim to maintain your financial health by developing personalized strategies centered on your best interest, along with providing exceptional client service. Working with those in our local community of Saginaw and throughout the country, we strive to be your lifelong financial partner, confidant, and guide as we pursue your goals—together.
Here’s What You Can Expect When You Work With Us
Whether you have a quick question or an important change to discuss, we remain available to you via phone or email.
By getting to know your unique set of circumstances, we provide individualized Financial Planning solutions, including Investment Management, designed to increase the probability of achieving your dream retirement.
We apply education, honed insight, and decades of experience to identify your financial opportunities, proactively address financial problem areas, and optimize your financial picture.
Just like you, our clients want to protect their wealth and be intentional with their financial decisions.
We help you do so through…
A Portfolio That’s Right for You
Personalized Financial Planning
Dedicated to Providing the Highest Level of Financial Care
As One of the Only Fee-Only Financial Advisor Firms in the Great Lakes Bay Region.
Finances affect nearly every part of our lives, from how we feel, to how we can support those we love, and what we can accomplish. Having the opportunity to make a difference in your life is why we enjoy our work so much. But it also means the guidance we provide carries a tremendous amount of impact.
- Our team does not sell financial products.
- We are paid directly by our clients as a fee-only financial advisor.
- Being a Fiduciary means we have a legal commitment to put your
interests before our own.
Our Mission is to Give the Guidance That’s Right for You and Your Family.
We are structured to remain aligned with your best interest given that we are not incentivized to sway you towards one product over another. We don’t believe there is a more transparent or objective way to serve you—or that financial advice should be given in any other way.
Questions to Ask a Financial Advisor
Deciding who to partner with to secure your wealth is one of the most important decisions you’ll make. We’ve put together a list of questions with our answers that we encourage you to ask anyone you’re considering hiring as your advisor.
Gain a Trusted Partner
Have you ever asked yourself, “Am I doing the right things with my finances?” Let us help answer your financial questions, create a financial plan to achieve your goals, and provide the confidence that you have a path forward.