G9 Financial
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:
7-day free trial · no credit card
Verified contacts
11
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 11 verified contacts at G9 Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- GG
George Goulas
Registered Representative and Financial Consultant · Other
EmailPhone - MC
Michael Crotty
Partner Financial Coach · Other
EmailPhone - EC
Elisa Chan
Partner · General Business & Management
EmailPhone - PF
Patricia Fayter
Operations Leader · Operations
EmailPhone - JD
Julia Dias
Client Services · Customer/Client Service
EmailPhone - DG
Daniel Girard
Founder & Managing Partner · Other
EmailPhone
Showing 6 of 11 verified contacts
Top roles at G9 Financial
9 distinct titles indexed · top 9 shown.
- 1client services
- 1customer service intern
- 1founder & managing partner
- 1operations leader
- 1partner
- 1partner financial coach
- 1registered representative and financial consultant
- 1senior software engineer
- 1very nice
Sign up to unlock all 11 contacts at G9 Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at G9 Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.