Our team is a group of dedicated and passionate people that truly believe it’s our responsibility to care for you, your family, and your business.

Ready for a financial coach that’s in it for the long haul? We live and work in the communities we serve. It is our mission to truly understand our clients, their individual wants, and how guide them to achieve their financial goals today and tomorrow. Helping our clients go from a place of confusion, frustration, and fear to a state of clarity, control, and confidence is what makes our role fulfilling and rewarding.

Daniel Girard, Jr., LUTCF^®
Managing Partner, Founder, Financial Advisor

Michael R. Crotty, CFP^®
Managing Partner,
Financial Advisor

Elisa Chan, CFP^®
Managing Partner
Financial Advisor

George Goulas, MBA
Financial Consultant

Sabrina Garcia
Client Services Associate

Michelle Larson
Client Services

Jasen Dahm, CFA^®
Strategic Investment Partner

Kara Secino
Client Services Associate

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

Interested in learning more about what it’s like to be a part of our team?

Are you an advisor looking to join an independent firm that is growing and innovating? We are always looking for good people! Get in touch today.

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