Daniel Girard, Jr., LUTCF

Managing Partner, Founder, Financial Advisor

Dan@G9Financial.com

508-865-9599 x102

Schedule an Appointment

Background:

Daniel’s career started at Mutual of Omaha, but he soon realized that he wanted the challenge and freedom of owning his own business. Daniel founded Girard Financial Group (GFG) in 1999. With the addition of Managing Partner Michael Crotty, GFG was rebranded G9 Financial in 2018. Daniel’s goal has remained the same throughout his career: to provide unbiased, objective financial advice. He drives himself and the associates of the firm to help people and offer financial education.

Specialties:

Retirement Income Planning

Certifications:

LUTCF (Life Underwriting Training Council Fellowship)

Awards:

Named 2014 Worcester Business Journal 40 Under 40
Member of the Million Dollar Round Table

Degree:

Worcester State College – Bachelor of Business Administration

Associations:

NAIFA (National Association of Insurance and Financial Advisors)
Estate & Business Planning Council of Worcester County
Worcester Chamber of Commerce
Blackstone Valley Chamber of Commerce

Boards:

NAIFA MA – Board Member 2010 to 2017
NAIFA Central MA President from 2006 to 2008.
Blackstone Valley Chamber of Commerce – Board Member 2015 to 2018
Assumption School (Millbury, MA) – Board Member 2014 to 2018
Alternatives, Unlimited, Inc. – Board Member and Finance Committee Member 2014 to 2018
Town of Millbury – Finance Committee Member 2009 to 2015

Interests:

Baseball, golf, crossfit, Big Ten College Football, and Passionate New England Sports Fan.

Family:

Wife Rebecca; children Louisa, Gabriella, and Daniel III.

Check the background of investment professionals on FINRA’s BrokerCheck.

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