Trust, integrity, and a long-term commitment to the client are what make our firm special. G9 Financial takes a holistic approach to a client's planning needs, bringing together new ideas, professional experience, and knowledge to work for the benefit of the client. We believe that our independent objectivity can mean a world of difference when planning for your future. We are partnered with Cambridge Investment Research (CIR). CIR is recognized as one of the nation’s top independent broker dealer, and their unparalleled service and cutting-edge technology allows us to offer our clients comprehensive financial services. Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Girard Financial Group, LLC and Cambridge are not affiliated. Please view our website for disclosures: https://www.g9financial.com/disclosures/
View Top Employees from G9 FinancialWebsite | http://www.g9financial.com |
Revenue | $872000 |
Employees | 9 (7 on RocketReach) |
Founded | 1999 |
Address | 7 South Main St., PO Box 679, Millbury, Massachusetts 01527, US |
Phone | (508) 865-9599 |
Technologies |
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Industry | Investment Management, Finance General, Retirement Income Planning, Finance, Financial Coaching, Life Insurance Planning |
Competitors | Covenant Wealth Advisors, GCSB Investment Center, Handford Financial Strategies, VISTA Wealth Strategies LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular G9 Financial employee's phone or email?
The G9 Financial annual revenue was $872000 in 2024.
Daniel Girard is the Founder and Managing Partner of G9 Financial.
7 people are employed at G9 Financial.
G9 Financial is based in Millbury, Massachusetts.
The NAICS codes for G9 Financial are [5239, 52, 52393, 523].
The SIC codes for G9 Financial are [628, 62].