Our Mission

College preparations to retirement, property purchases to estate transfers, new babies to life insurance. For every stage of life there are new financial concerns, new priorities, and new goals. We provide customized solutions for our clients to help them solve the financial challenges they encounter today and address those they will face tomorrow. As an independent firm, we can choose from a broad array of financial resources, customizing and personalizing each financial plan to each client’s specific needs.

Let us show you how our approach to lifetime financial planning can combine new ideas and proven strategies to work for your benefit.

Nine Stages of Your Financial Life

What’s your stage?

Stage 1? Stage 4? Maybe nearing stage 9? No matter where you are in your financial life, we can help you realize your financial goals.

Contact us today to learn how.

Contact Us

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