Summary

Girard Financial Group

Founded in 1999

Description

As a leading Massachusetts financial advisory consulting firm, our experienced financial advisors provide guidance and direction for how to best protect and grow your financial future. Services include: retirement income planning, lifetime financial pl...

Strengths

  • Revenue generated per employee is greater than industry average

Weaknesses

  • Girard Financial Group has a very small market share in their industry
  • Since Girard Financial Group was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Girard Financial Group's annual revenue

$1081000

Based on Kona Equity data

  • Revenue per employee

    $180167

  • Annual revenue growth since founding

    $43240

Employee Count

6 employees

Executives

Michael Crotty

Managing Partner

m**@g9financial.com

Mary Girard

Director, Operations

m**@g9financial.com

George Goulas

Registered Representative and Financial Consultant

g**@g9financial.com

Michelle Larson

Client Services

m**@g9financial.com

Peter Bacchiocchi

Vice President, Operations & Financial Consultant

p**@g9financial.com

Kara Macintyre

Director, Marketing & Communications

k**@g9financial.com

Daniel Girard

Managing Partner

d**@g9financial.com

Alex Hamboyan

Partner, Financial Advisor

a**@g9financial.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.

Location

 
Millbury, MA  01527

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

  • Location: The Woodlands, TX
  • Annual Revenue: $8.6M
  • Employees: 20
  • Sterling Total Wealth Solutions is a financial advisor and financial planner based in The Woodlands Texas helping clients with retirement, wealth management and investment planning.

VISTA Wealth Strategies

vistaws.com
  • Founded in 2006
  • Location: Reston, VA
  • Annual Revenue: $1.3M
  • Employees: 5
  • Financial advisors working with individuals and businesses in Reston, VA, offering an in-depth understanding of our clients' financial needs.

Handford Financial Strategies

handfordfinancial.com
  • Founded in 2002
  • Location: Warrenton, VA
  • Annual Revenue: $1.1M
  • Employees: 6
  • Handford Financial Strategies in Warrenton, VA is a full service financial planner providing wealth management and retirement planning services to CEO's, corporate executives, government employees and VMI alumni in Gainesville, VA, Northern VA, Fairfax...

Covenant Wealth Advisors

covenantwealthadvisors.com
  • Founded in 2010
  • Location: Williamsburg, VA
  • Annual Revenue: $5.1M
  • Employees: 8
  • Covenant Wealth Advisors is an award winning fee-only financial advisor and financial planner helping individuals plan and invest for retirement in Richmond and Williamsburg, VA.

GCSB Investment Center

investgcsb.com
  • Founded in 2002
  • Location: Panora, IA
  • Annual Revenue: $1.3M
  • Employees: 6
  • GCSB Investment Center offers a wide variety of investment and retirement products located in Guthrie County, Iowa. GCSB Investment Center products include individual, retirement and corporate investment accounts. GCSB Investment Center is a subsidiary...

Legacy Investments & Insurance Services Inc

legacy-investments.com
  • Founded in 2005
  • Location: Sun Prairie, WI
  • Annual Revenue: $1.3M
  • Employees: 3
  • Legacy Investments & Insurance Services is an independently owned financial consulting firm that offers comprehensive financial planning and investment services to a broad range of clients. As independent investment advisors, we serve as our clients' p...

Key Information

  • SIC: 62; 628
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Girard Financial Group.

See similar companies

Frequently Asked Questions

Where is Girard Financial Group located?

Girard Financial Group's headquarters are located at   Millbury, MA  01527.


What is Girard Financial Group's official website?

Girard Financial Group's official website is g9financial.com


What is Girard Financial Group's revenue?

Girard Financial Group's annual revenue is $1.1 M.


What is Girard Financial Group's SIC code?

Girard Financial Group's SIC: 62; 628


How many employees does Girard Financial Group's have?

Girard Financial Group has 6 employees


What industry does Girard Financial Group belong to?

Girard Financial Group is in the industry of Investment banking.

Next step

Visitors review