G9 Financial
Investment Management
United States
14 employees
- Employees
- 14
- Contacts
- 2
- Emails
- 2
- Phones
- 1
G9 Financial Overview
- Headquarters
- United States
- Website
- g9financial.com
- Industry
- Investment Management
- Employees
- 14
- Founded
- 1999
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About G9 Financial
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/
G9 Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
G9 Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Elisa Chan, Cfp® | Dedicated Financial Advisor - Guiding | Greater Boston, United States |
Email
Phone
|
| Daniel Girard Jr | Founder & Managing Partner - Registered |
View
|
|
| Michelle Larson | Greater Boston, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
G9 Financial Tech Stack
Engineering
1 profile
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