What are the opening hours?

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

G9 Financial

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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/

10/19/2026

Sometimes, the next step in your financial plan requires bringing another professional into the conversation 🤝

Whether you're seeking an attorney for estate planning, a CPA for tax questions, or a loan officer when you’re buying a home, having the right person to call can make navigating those decisions much easier.

At G9 Financial, we have a robust “Dream Team” list that includes connections with skilled professionals across a variety of fields, giving us trusted resources we can turn to when your financial plan calls for additional expertise.

If you're looking for a referral, we can help! https://www.g9financial.com/why-work-with-us

10/16/2026

What has Dan been watching lately? Saturday College Football! 🏈

There's nothing like spending a fall Saturday watching college football. With plenty of games to choose from and a whole season of matchups to look forward to, it's easy to see why Dan loves it 😉

Which college football team are you rooting for this season?

10/13/2026

When you're a financial advisor getting ready to retire, one of your first questions may be, "Who will take care of what I've built and the people I've grown to know?"

After spending years building your practice and earning the trust of your clients, preparing for retirement means thinking about much more than just your last day in the office. There's also:

☑️ The future of your practice
☑️ The value of the business you've built
☑️ Who you can trust to serve your clients once you step away

With a continuity plan in place, you can prepare for that transition and find the right home for the relationships you've spent your career building.

At G9 Financial, we understand how important that transition is. Our team has successfully completed eight practice acquisitions, welcoming those clients into our firm and continuing the service and care they've come to expect.

If you're beginning to think about retirement and what comes next for your practice, learn more about continuity planning with us ➡️ https://www.g9financial.com/join-our-team

10/09/2026

Just like that, we’re officially in Q4! 📆

With three months left in the year, now is a good time to check in on your financial plan and make sure there’s nothing that needs your attention before 2027 rolls around.

Reach out to the G9 Financial team to schedule your check-in. https://www.g9financial.com/contact

10/07/2026

Reminder: your financial plan and estate plan shouldn't be living in two separate worlds.

National Estate Planning Awareness Month is a good reminder to look at how the two work together. The decisions you make about your assets can help shape what happens to them in the future, including who you want to receive them, how you'd like them distributed, and how those wishes fit into your overall financial plan.

As part of your financial planning conversations with G9 Financial, we can help you consider where estate planning fits and connect you with skilled professionals who can help put those plans in place.

Get in touch with our team to get started ➡️ https://www.g9financial.com/contact

10/05/2026

What's the one financial question you've been meaning to ask? 💭

With October being National Financial Planning Month, it's the perfect time to ask it. Sometimes the best plans start with a simple question, and our job is to help you understand what that question means for your financial future.

Reach out to us today to find out how we can help 📲 https://www.g9financial.com/contact

10/01/2026

Mike recently joined Massachusetts Business Network ’s Right Here in Mass podcast 🎙️

During this episode, Mike shared why having a plan is especially important for self-employed business owners, G9 Financial’s “nine stages of financial life,” and why working with a financial advisor still matters in the age of AI and social media financial advice.

Listen to the full episode here 🎧 https://massachusettsbusinessnetwork.com/podcast/episode-204-mike-crotty/

09/30/2026

G9 Financial has an opening for a Client Service Associate in our Millbury, MA office for someone who's ready to put their organizational skills, attention to detail, and people skills to work in the financial services industry.

You'll have the opportunity to support the client experience, work alongside our team, and continue building your knowledge along the way.

Take a look at the full position and apply here 👉 https://www.indeed.com/job/client-service-associate-38c1a9eb5ab1b8e1

09/28/2026

Fall review season is here! 🍂

For us, that means reconnecting with clients as we head toward the end of the year, talking through what's changed since we last met, and making sure your financial plan continues to reflect what's happening in your life.

If you haven't booked your fall review yet, now is a great time to get it on the calendar! Even a quick check-in gives us the opportunity to catch up, answer questions, and identify anything we may want to take a closer look at before the end of the year.

Reach out to our team to schedule yours 📲 https://www.g9financial.com/contact

09/25/2026

We're always interested in connecting with financial advisors who are looking for the right place to grow, build their practice, or plan for what's ahead 🤝

Our approach is designed to provide advisors with the resources, support, and structure of a larger team while allowing them to continue building meaningful relationships with the clients they serve.

If you've ever wondered what joining G9 Financial could look like for you, we'd love to start the conversation. Learn more here 📲 https://www.g9financial.com/join-our-team

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

http://www.G9Financial.com/

Alerts

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Contact The Business

Send a message to G9 Financial:

Carr Financial Group
20 Park Avenue, Worcester

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