Girard Financial Group, LLC is a full independent service financial planning and investment firm specializing in total asset management. Areas covered include, but are not limited to investment planning, estate
planning, retirement, retirement planning, education planning, insurance
planning and income tax planning.
We are partnered with Cambridge Investment Research (CIR). CIR is recognized as the 2014 Independent Broker-Dealer of the Year. They support independent financial professionals in an environment free of the pressures of having to offer proprietary products. They provide Girard Financial Group, LLC with
unparalleled service and cutting edge technology that allows us to offer our clients comprehensive financial services.
We are able to choose from a broad array of financial resources. In doing so we take 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 offer a mix of professionalism and outstanding service to both individuals and small to medium size corporations. Trust, integrity and a long-term commitment to the client are what make our firm special.
Girard Financial Group, LLC was founded in 1999 by Daniel F. Girard Jr.