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/

We're hiring for a Client Service Associate to join us in Millbury, MA! 👋This is an opportunity to become part of a team...
09/03/2026

We're hiring for a Client Service Associate to join us in Millbury, MA! 👋

This is an opportunity to become part of a team that cares deeply about the people we work with and takes pride in providing a great experience for our clients every day. We're looking for someone who's ready to contribute, learn, and grow alongside us!

Learn more and apply here 👉 https://www.indeed.com/job/client-service-associate-38c1a9eb5ab1b8e1

September is Life Insurance Awareness Month! Do you have this important piece of protection in your financial plan? 📑Lif...
09/01/2026

September is Life Insurance Awareness Month! Do you have this important piece of protection in your financial plan? 📑

Life insurance can play an important role in protecting the people who depend on you financially, but understanding how much coverage you need, what type makes sense for you, and when it may be time to make changes isn't always straightforward.

If you're not sure where to start, Life Happens offers a helpful Life Insurance Needs Calculator that can give you an estimate based on factors like your income, debt, existing coverage, and future financial needs: https://lifehappens.org/life-insurance-needs-calculator/

Of course, a calculator is only a starting point! If you'd like to take a closer look at your current coverage and how life insurance fits into your overall financial plan, our team is always happy to help.

The most important financial decisions are rarely made in a single conversation. They’re built through years of planning...
08/31/2026

The most important financial decisions are rarely made in a single conversation. They’re built through years of planning, adjustments, and having a team that understands the bigger picture 🤝

At G9 Financial, we believe good advice is built on consistency and being there when questions come up, helping clients weigh their options, and providing perspective when decisions feel complicated.

We also understand that not every season requires a major change! Sometimes the best move is simply knowing your plan is still aligned with where you want to go.

We’re honored to walk alongside our clients through the many stages of life, offering guidance and support through every milestone, question, and decision along the way.

If you're expecting a big financial transaction, taxes are likely one of the first things on your mind.The good news: th...
08/28/2026

If you're expecting a big financial transaction, taxes are likely one of the first things on your mind.

The good news: there are investment vehicles that can significantly minimize what you owe when that moment arrives. This is exactly the kind of planning that makes a difference, and it's something our team offers to help clients navigate.

The earlier the conversation happens, the more options you have. Reach out to us with any questions. https://g9financial.com/contact/

Success has a way of changing over time.At one stage of life, it might mean landing a new job, buying your first home, o...
08/26/2026

Success has a way of changing over time.

At one stage of life, it might mean landing a new job, buying your first home, or growing your family. Later on, it could mean preparing for retirement, enjoying the lifestyle you've worked hard for, or thinking about the legacy you want to leave behind.

As life changes, your financial priorities naturally change with it.

Our team is determined to help clients navigate every stage of their financial journey with personalized guidance that evolves alongside their goals.

No matter what success looks like for you today, tomorrow, or in a year, we're here to help you prepare for what's next.

Learn more about the nine stages of your financial life ➡️ https://g9financial.com/financial-stages-of-life

Are you organized, people-focused, and looking for a role where you can grow? 🌱G9 Financial is hiring a Client Service A...
08/25/2026

Are you organized, people-focused, and looking for a role where you can grow? 🌱

G9 Financial is hiring a Client Service Associate in Millbury, MA. This is a full-time role for someone who's ready to hit the ground running in the financial services industry.

Apply today 👉 https://www.indeed.com/job/client-service-associate-38c1a9eb5ab1b8e1

The best financial plans are built by looking at the bigger picture 🛣️That might include investment management, retireme...
08/24/2026

The best financial plans are built by looking at the bigger picture 🛣️

That might include investment management, retirement income planning, tax strategies, estate planning, insurance, college funding, or another goal entirely. Every piece works together to support your long-term vision.

At G9 Financial, we take the time to understand what matters most to you and create a personalized strategy that grows and changes as life does.

Wherever you are in your financial journey, our team is here to help you navigate what's next. Learn more about our services: https://g9financial.com/

Are you an estate planning attorney? We'd love to connect with you! 🤝A lot of the conversations we have with our clients...
08/21/2026

Are you an estate planning attorney? We'd love to connect with you! 🤝

A lot of the conversations we have with our clients eventually lead to estate planning and how it integrates into their overall financial plan.

We're looking to build relationships with estate planning attorneys who care deeply about their work and will show up for our clients the same way we do.

If that sounds like you, we'd love to meet with you 👉 https://g9financial.com/contact/

A financial plan doesn't have to be "broken" before it's worth reviewing. Sometimes it's the smaller changes that deserv...
08/19/2026

A financial plan doesn't have to be "broken" before it's worth reviewing. Sometimes it's the smaller changes that deserve a second look!

Maybe your income has changed, you've paid off a loan, you've grown your savings, your goals have shifted, or it's simply been a while since you've looked at your plan. Any one of those changes can affect how your financial plan should be working for you.

It's worth taking a moment to check in! It gives you the opportunity to step back, see where you stand today, and make thoughtful adjustments before small changes become bigger ones.

Schedule a check-in with our team ➡️ https://g9financial.com/contact/

The G9 Financial team is growing, and we're searching for the right person to grow with us!We're hiring a Client Service...
08/18/2026

The G9 Financial team is growing, and we're searching for the right person to grow with us!

We're hiring a Client Service Associate at our Millbury, MA office who is detail-oriented, driven, and passionate about building real relationships with clients.

If that sounds like you, we'd love to hear from you. View the full job description and apply here ➡️ https://www.indeed.com/job/client-service-associate-38c1a9eb5ab1b8e1

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

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