School vacation week fun ?? Mike and Elisa's families had a ski day together last week!
G9 Financial
投资管理
Millbury，MA 771 位关注者
Personalized service and expertise for every stage of life.
关于我们
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/
- 网站
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https://www.G9Financial.com
G9 Financial的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Millbury，MA
- 类型
- 自有
- 创立
- 1999
- 领域
- Retirement Income Planning、Financial Coaching、Life Insurance Planning、Investment Management、College Planning、Lifetime Financial Planning和Corporate Retirement Plans
地点
G9 Financial员工
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Michael Crotty, CFP?
Partner at G9Financial | Financial Coach for Small Business and Families | Demystifying Financial Planning
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Daniel Girard Jr
Founder & Managing Partner | Registered Representative, Investment Advisor Representative
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Michelle Larson
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Elisa Chan, CFP?
Dedicated Financial Advisor | Guiding Clients with Personalized Strategies | Wife, Mom, Finance, and Explorer ??????????
动态
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QR codes are everywhere these days—menus, ads, even emails. Dd you know they can be used to steal your information? ?? Scammers create fake QR codes that lead to malicious websites designed to steal login credentials or install malware on your device. Here's how you can prevent that from happening to you: ? Always verify the source before scanning a QR code. ? Avoid scanning codes from unknown or unsolicited messages. ? Use your phone's security settings to preview the URL before visiting it. A little caution can go a long way in protecting your personal and financial information!
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What does your retirement lifestyle look like? ??? If you stay on your current path, will you be able to maintain your standard of living when you retire? It’s a big question—but the answer doesn’t have to take long. In less than 10 minutes, we can help you understand where you stand and what’s next. Ready to know? Schedule your complimentary second opinion review today: https://lnkd.in/eZpRevFn
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Another marketing meeting in the books! ?? We've been working with Ashley DiBiase and her team at Dash of Social for more than two years now to help us build and maintain an online presence that provides important and timely information to all of you. Keep an eye on our social media profiles as we continue to share the latest updates in the financial industry, and don't hesitate to reach out if there's a specific topic you'd like us to cover! https://lnkd.in/eZpRevFn
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Are you on track for the retirement you’ve envisioned? ??? How long will you need to work to retire and maintain your current lifestyle through your golden years? We’ll help you uncover the answer—quickly and clearly. Take the guesswork out of your retirement planning. Let’s chat! ?? https://lnkd.in/eZpRevFn
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Roses, chocolates, and… receipts? ?? Valentine’s Day isn’t just about love—it’s also big business! In 2024, U.S. consumers spent an estimated $25.8 billion on Valentine's Day, with the average person budgeting $185.81 for gifts and celebrations. What’s driving this? Candy remained the most popular gift, with 57% of shoppers purchasing sweets for their loved ones. Additionally, 40% of shoppers made their purchases online, highlighting the growing trend of e-commerce during the holiday. How are you celebrating this year? Are you sticking to a budget or going all out? Share your plans in the comments!
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