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Let’s talk about how to achieve your financial goals.

We have offices in Millbury, Wrentham, and Manchester to serve you and virtual meeting options. Need something a little closer to home? We’ll come to you. Reach out or schedule an appointment with an advisor below.

Our Advisors

Daniel Girard, Jr., LUTCF®

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Michael R. Crotty, CFP®

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Elisa Chan, CFP®
 

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George Goulas, MBA

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Christian Schneider
 

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Millbury Office

7 South Main Street
Millbury, MA 01527
Phone: 508-865-9599

Wrentham Office

40 South Street #1
Wrentham, MA 02093
Phone: 508-865-9599

Manchester Office

409 Elm Street, #1
Manchester, NH 03101
Phone: 508-865-9599 

Our client centered process 

Fact Gathering

A 30 minute meeting to find out what you are looking for and educate you on G9 Financial and our process to see if we are the right fit.

Building the Plan

Discuss changes to think of and educate you on WHY those should be considered.​

Implement Changes

Execute on the ideas and concepts you agree to.

Service Strategy

We regularly check in to adjust to each stage of your financial life.

Stay in touch

Follow us on social media to see more of our team and the communities we serve as well as get helpful tips and reminders.

  • Instagram
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  • Youtube

Explore what we've been up to on Instagram below.

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