G9 Financial

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 Activities
Portfolio Management
All 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 Contact
Elisa Chan, Cfp® Dedicated Financial Advisor - Guiding
Email Phone
Daniel Girard Jr Founder & Managing Partner - Registered
View
Michelle Larson
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1

G9 Financial Tech Stack

Engineering 1 profile

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