G9 Financial Information
Contact top employees from
G9 Financial
Summary
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, professiona...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Retirement Income Planning, Financial Coaching, Life Insurance Planning, Investment Management, College Planning, Lifetime Financial Planning, Corporate Retirement Plans
Founded
1999
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1990 | Privately Held | 25 - 100 | 11.2M | $0 | |
| 1990 | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at G9 Financial shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years11% for 3–4 years22% for 5–7 years33% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
G9 Financial
Peter Bacchiocchi
Vice President Operations
Daniel Girard
Founder & Managing Partner
Michelle Larson
Client Service Representative
George Goulas
Registered Representative and Financial Consultant
Elisa Chan
Partner
Christian Schneider
Financial Advisor | Investment Advisor Representative
Michael Crotty
Partner | Financial Coach
Julia Dias
Client Services
Patricia Fayter
Operations Leader
Gabriella Girard
Customer Service Intern
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FAQ
G9 Financial operates in the Financial Services industries. More details can be found on the official website: G9Financial.com.
The headquarters of G9 Financial are located in Millbury, United States.
You can contact G9 Financial by phone at (508) 865-9599.
G9 Financial currently employs 1-10 people.
Well-known competitors of G9 Financial include Carr Financial Group and Copper Leaf Financial.
