Background:
Daniel’s career started at Mutual of Omaha, but he soon realized that he wanted the challenge and freedom of owning his own business. Daniel founded Girard Financial Group (GFG) in 1999. With the addition of Managing Partner Michael Crotty, GFG was rebranded G9 Financial in 2018. Daniel’s goal has remained the same throughout his career: to provide unbiased, objective financial advice. He drives himself and the associates of the firm to help people and offer financial education.
Specialties:
Retirement Income Planning
Certifications:
LUTCF (Life Underwriting Training Council Fellowship)
Awards:
Named 2014 Worcester Business Journal 40 Under 40
Member of the Million Dollar Round Table
Degree:
Worcester State College – Bachelor of Business Administration
Associations:
NAIFA (National Association of Insurance and Financial Advisors)
Estate & Business Planning Council of Worcester County
Worcester Chamber of Commerce
Blackstone Valley Chamber of Commerce
Boards:
NAIFA MA – Board Member 2010 to 2017
NAIFA Central MA President from 2006 to 2008.
Blackstone Valley Chamber of Commerce – Board Member 2015 to 2018
Assumption School (Millbury, MA) – Board Member 2014 to 2018
Alternatives, Unlimited, Inc. – Board Member and Finance Committee Member 2014 to 2018
Town of Millbury – Finance Committee Member 2009 to 2015
Interests:
Baseball, golf, crossfit, Big Ten College Football, and Passionate New England Sports Fan.
Family:
Wife Rebecca; children Louisa, Gabriella, and Daniel III.
Check the background of investment professionals on FINRA’s BrokerCheck.
G9 Financial
7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email
