G9 Financial

G9 Financial G9 Financial is an independent Investment and insurance services firm established in 1999. We are partnered with Cambridge Investment Research (CIR).

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. 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/

When you work with G9 Financial, we're here to provide support beyond your financial plan.Mike's long-term client needed...
06/02/2026

When you work with G9 Financial, we're here to provide support beyond your financial plan.

Mike's long-term client needed her estate plan, which was created 20 years ago, reviewed. As Mike has built a close relationship with his client and her daughters, he attended the meeting with her estate planning attorney to provide support and share his insights as her financial advisor.

Not only were Mike's client and her daughters appreciative of his help, but they were also able to update her estate plan to ensure it aligns with her current financial plans and goals.

We pride ourselves on often going the extra mile for our clients. No matter what you need, we're here to help.

Every Monday morning, our team starts the week by sitting down with strategists and money managers from a variety of bac...
06/01/2026

Every Monday morning, our team starts the week by sitting down with strategists and money managers from a variety of backgrounds to discuss market updates, financial insights, and new ideas.

We're constantly educating, learning, and looking into strategies for our clients because staying informed is an important part of how we help support the people we serve.

At G9 Financial, we believe you deserve an advisor who comes prepared, stays engaged, and takes your financial future as seriously as you do.

We take that responsibility seriously every single day. Learn more about our team here ➡️ https://g9financial.com/

Most tax returns get filed and then promptly forgotten 📃What many people don’t realize is that once it’s done, that’s wh...
05/29/2026

Most tax returns get filed and then promptly forgotten 📃

What many people don’t realize is that once it’s done, that’s when the real planning can begin.

There are often small details in a return that can point to bigger opportunities — things that are easy to miss if no one takes a second look.

That’s where a more in-depth review can make a difference. At G9 Financial, we use tools like Holistiplan to take a closer look and help identify where adjustments could be made moving forward.

As the year picks up, it becomes harder to make meaningful changes. Taking time for a quick check-in now can help keep things on track.

Schedule a time to connect with our team: https://g9financial.com/contact/

Six years ago, Elisa took a leap of faith and joined G9 Financial as an independent advisor, and we’re so glad she did! ...
05/28/2026

Six years ago, Elisa took a leap of faith and joined G9 Financial as an independent advisor, and we’re so glad she did! Today, we’re celebrating her 6-year anniversary and all she’s accomplished along the way.

If becoming an independent advisor is something you've been thinking about, Elisa is happy to share her experience and answer any questions you might have about what that path looks like. Reach out here: https://g9financial.com/contact/

📸: Elaine Freitas Photography

Retirement planning is deeply personal, and having an advisor who truly listens and builds a plan around your life makes...
05/27/2026

Retirement planning is deeply personal, and having an advisor who truly listens and builds a plan around your life makes all the difference.

Thank you, Chris, for sharing your experience of working with Dan!

In observance of Memorial Day, our offices will be closed on Monday, May 25.We take this time to remember and honor thos...
05/25/2026

In observance of Memorial Day, our offices will be closed on Monday, May 25.

We take this time to remember and honor those who have served for our country. 🇺🇸

A big congratulations to Matthew on his decision to attend RPI this fall! 🥳It’s a special moment for Mike and his family...
05/22/2026

A big congratulations to Matthew on his decision to attend RPI this fall! 🥳

It’s a special moment for Mike and his family, and we’re glad to celebrate alongside them as Matthew gets ready for this next chapter.

We wish him all the best as he begins his college journey and can’t wait to see what’s ahead!

We’re excited to celebrate Patricia and Christian on their 1-year anniversary with G9 Financial! 🍾Over the past year, th...
05/18/2026

We’re excited to celebrate Patricia and Christian on their 1-year anniversary with G9 Financial! 🍾

Over the past year, they’ve each played an important role in supporting our team and the clients we serve, and we appreciate their dedication, attention to detail, and insights. Additionally, Christian recently received his Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation.

We’re grateful to have them on our team and look forward to what's ahead!

G9 Financial was a proud sponsor of the Blackstone Valley Chamber of Commerce Annual Charity Golf Tournament this week ⛳...
05/14/2026

G9 Financial was a proud sponsor of the Blackstone Valley Chamber of Commerce Annual Charity Golf Tournament this week ⛳️

This event helps fund essential programs that support students and schools in the Blackstone Valley. Thank you to the Chamber for having us!

A financial plan works best when the right people are part of the conversation 💬Financial planning conversations don’t h...
05/13/2026

A financial plan works best when the right people are part of the conversation 💬

Financial planning conversations don’t have to happen alone. In fact, some of the most productive meetings include the people closest to you.

Over time, we often find that bringing a spouse, children, or another trusted family member into a check-in can make a difference. It creates space for questions, helps everyone understand the bigger picture, and keeps things clear as decisions evolve.

It also allows your family to build a level of comfort and familiarity, so if they ever need to step in or simply want guidance, they know exactly where to turn.

As your plan grows and changes, it’s worth considering who else should be part of those conversations.

Address

7 S Main Street
Millbury, MA
01527

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15088659599

Website

Alerts

Be the first to know and let us send you an email when G9 Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to G9 Financial:

Shortcuts

Share

Category