It’s our responsibility to care.

We earn our clients’ trust to help them go from a place
of financial confusion, frustration, or inaction to a state
of clarity, control, and confidence.

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Personalized service and expertise for every stage of life

We provide guidance and direction for how to best protect and grow your financial future throughout the nine stages of your financial life.

Lifetime Financial Planning

Planning for your financial future is about more than just saving. It’s about growing and protecting your assets, providing for and protecting those you love, and preparing for life’s inevitable “What If”s. Learn how our customized approach can help you realize your financial goals throughout every stage of life.

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College Funding

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Retirement Income Planning

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Corporate Retirement & 401(k) Planning

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Our team is ready to share the ideas, strategies, and concepts that can lead you to a place of financial clarity, control, and confidence.

Let us show you how.

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G9 Financial

7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Daniel Girard, Michael Crotty and Elisa Chan offer advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and G9 Financial are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge’s Form CRS (Customer Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IN, LA, MA, ME, NC, NH, NM, NY, OH, PA, RI, SC, TN, TX, and VA.
No offers may be made or accepted from any resident outside the specific states referenced.

G9 Financial