Girard provides our advisors with cutting-edge technology designed to maximize efficiency so you can focus more on what matters most – your clients.

By creating strategic relationships with industry leading technology companies Girard advisors have access to an integrated, paperless business processing system complete with a fully compliant document imaging system and digital signature capabilities.


More important than just having cutting-edge technology is our commitment to service. At any time, you can reach out to our home office staff with questions or concerns. Our team members are happy to walk you through any of these systems and can even schedule comprehensive training sessions for you.