Davey Financial

Davey Financial Hi, I'm Cindy. I've been in the financial services business since graduating from college more than 4 decades ago! I'm not done yet though! Cindy

Cindy Davey, Financial Advisor, offering investment alternatives to grow & protect your money, create income strategies for retirement, and shop for the best rates on life, health and disability insurance. In my past career I worked for a mutual fund company and an annuity company as a regional vice president, traveling around 3 states to educate, update and share ideas with financial advisors at

big firms like Merrill Lynch as well as independent advisors. It was a fun job of public speaking, creating events and building lasting relationships. I retired from my corporate career at age 52 because it was a goal of mine to retire early, travel and have fun. I'm back to work now, when there is someone who needs my help. I love meeting people and helping them make decisions that keep their money safe and give them peace of mind. And, let's face it, I can never sit still long enough to stop promoting things I feel passionate about! I stay active with hobbies like pickleball, golf, bike riding, spear fishing, scuba diving and, of course, travel. I've traveled so many places it's better if I list where I haven't been yet .... Greece, New Zealand, Bali, Prague, Peru & Egypt. I've been to 34 countries, to the best of my recollection. My husband, Bill and I have been married since 1990, and we've had a blessed life of fun and adventure. I have 3 kids and 3 adorable grandkids. Michigan was my residence for most of my life until I moved to Southwest Florida in November of 2021. Since I love being in the pool or the ocean, Florida suits me better. But I still love Michigan and all my friends there! If I can be of service with any of your financial planning or investment questions, please don't hesitate to look me up. My phone number is 248-505-7753 and my email is [email protected].

05/16/2026

Want 6.15% interest? I just helped a friend get this fixed rate. She's withdrawing interest to boost her income, and it's a better rate than CDs or money market. I'm mostly retired, but happy to help friends. If you want the chance for an even higher return, without taking any market risk, let me know and I'll show you what's out there. 248-505-7753. Tell your friends to follow my page! I'll start sharing more tips. If you have questions about growing and protecting your money, or creating the best retirement income, post them here!

Call now to connect with business.

02/27/2026

I help people set up their IRAs & rollovers and find the best vehicle for growth, with little or no market risk. I can also share strategies for reliable income at retirement. 248-505-7753.

I drew a line from 1 month ago to today, the S&P 500.  You haven't really made or lost money in this past 30 days.  Have...
01/21/2026

I drew a line from 1 month ago to today, the S&P 500. You haven't really made or lost money in this past 30 days. Have you ever thought about locking in your gains by moving some of your stock portfolio to a safe growth vehicle? Where it can grow but can't slide back down? Let me know if you'd like more info.

01/21/2026

As you are doing your taxes, keep in mind that Roth conversion might be a good thing for you! Let me know if I can help.

01/12/2026

5.7% interest can be found! But not for long. Call or Message me for details.

11/07/2025

5% for 5 years, turns into 6.83% effective yield if S&P gains 25% in next 5 years.

You are worthy of abundance.
10/26/2025

You are worthy of abundance.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

7% for 10 years ... call me if you want some? And, yes, it' compounded.  248-505-7753
09/17/2025

7% for 10 years ... call me if you want some? And, yes, it' compounded. 248-505-7753

Health before Wealth? You are invited.
09/03/2025

Health before Wealth? You are invited.

S&P 500 stocks have been up quite a bit since the Sharp Two-Day Drop (April 3-4) when the S&P 500 fell by 10.5%, its fif...
08/27/2025

S&P 500 stocks have been up quite a bit since the Sharp Two-Day Drop (April 3-4) when the S&P 500 fell by 10.5%, its fifth-largest two-day percentage drop since 1950. If you'd like to lock in your gains, and protect some of your money from sudden loss, check out index annuities. They give you growth potential based on the market, but provide a floor of zero, with some offering a minimum of 4% or more. Call me for details or a free quote. This chart is the past 12 months. What a ride!

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Babcock Ranch Community
Punta Gorda, FL
33982

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