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VerifiedInvestment Management· Founded 1999

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:

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HeadquartersMillbury, United StatesEmployees13(1 to 10)Annual revenue$1M to <$10MFounded year1999Websiteg9financial.comLinkedIn profileLinkedIn

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

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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

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