Elisa Chan

Elisa Chan Email and Phone Number

Dedicated Financial Advisor | Guiding Clients with Personalized Strategies | Wife, Mom, Finance, and Explorer ๐ŸŒ๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ’ผ @ G9 Financial
millbury, massachusetts, united states
Elisa Chan's Location
Greater Boston, United States
Elisa Chan's Contact Details

Elisa Chan personal email

Elisa Chan phone numbers

About Elisa Chan

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. 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.

Elisa Chan's Current Company Details
G9 Financial

G9 Financial

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Dedicated Financial Advisor | Guiding Clients with Personalized Strategies | Wife, Mom, Finance, and Explorer ๐ŸŒ๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ’ผ
millbury, massachusetts, united states
Website:
g9financial.com
Employees:
8
Elisa Chan Work Experience Details
  • G9 Financial
    Partner
    G9 Financial Jun 2020 - Present
  • Dream Big Financial, Llc
    Co - Owner, Financial Advisor*
    Dream Big Financial, Llc Nov 2009 - Jun 2020
    1700 West Park Drive, Suite 250 Westborough Ma 01581

Elisa Chan Skills

Key Person Insurance Employee Benefits Disability Insurance Retirement Planning Roth Ira 401k Long Term Care Insurance Gift Planning Life Insurance Investments Financial Services Finance Fixed Annuities Securities Estate Planning Series 7 Series 63 Series 6 Long Term Care Retirement Iras Insurance

Elisa Chan Education Details

  • Framingham State University
    Framingham State University
    Business Administration

Frequently Asked Questions about Elisa Chan

What company does Elisa Chan work for?

Elisa Chan works for G9 Financial

What is Elisa Chan's role at the current company?

Elisa Chan's current role is Dedicated Financial Advisor | Guiding Clients with Personalized Strategies | Wife, Mom, Finance, and Explorer ๐ŸŒ๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ’ผ.

What is Elisa Chan's email address?

Elisa Chan's email address is el****@****ail.com

What is Elisa Chan's direct phone number?

Elisa Chan's direct phone number is +150861*****

What schools did Elisa Chan attend?

Elisa Chan attended Framingham State University.

What skills is Elisa Chan known for?

Elisa Chan has skills like Key Person Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Roth Ira, 401k, Long Term Care Insurance, Gift Planning, Life Insurance, Investments, Financial Services, Finance.

Who are Elisa Chan's colleagues?

Elisa Chan's colleagues are Ritik Maheshwar, Akshay Kumar, Gabriella Girard, Michael Crotty, Cfpยฎ.

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