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 to guarantee a "paycheck" for life. 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 wel

l 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].

1 year. Yep, the market drops sometimes. With index annuities, you can't lose. You can capture gains.  No fees. The grow...
07/20/2026

1 year. Yep, the market drops sometimes. With index annuities, you can't lose. You can capture gains. No fees. The growth of stocks may be worth the risk for much of your money, but maybe not for the portion of your money you can't afford to lose. Questions? I'm happy to talk. 248-505-7753

07/04/2026

26% bonus, offered now thru July 31. If you have $100,000, get $26,000 bonus. *vested over time, call me for details. Appropriate for long term growth goals. 248-505-7753

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Create your own pension so you'll have guaranteed income when you retire.  Ask me how!
06/20/2026

Create your own pension so you'll have guaranteed income when you retire. Ask me how!

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!

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Address

Babcock Ranch Community
Punta Gorda, FL
33982

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