At Cyr Financial, we think differently, plan differently and invest differently so you can enjoy retirement differently. When it comes to your assets and investments, we always put your best interests first, not our own. What's more, we never charge a commission or receive any compensation for placing our clients in an investment.
Our complete 22 step process is aimed squarely at helping you work toward meeting your financial needs through guaranteed income, investments, Social Security, tax planning and much more. We're a Certified Public Accountant (CPA) firm and can help you with Roth conversions as well as a host of other tax, accounting and bookkeeping needs.
Our complete 22 step process is aimed squarely at helping you work toward meeting your financial needs through guaranteed income, investments, Social Security, tax planning and much more. We're a Certified Public Accountant (CPA) firm and can help you with Roth conversions as well as a host of other tax, accounting and bookkeeping needs.
Services
Our Team
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Our team members are subject matter professionals in a wide variety of specialties, allowing us to offer complete end-to-end retirement solutions. Founded by Christian and Jamie Cyr in 1999, Cyr Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Financial Services
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At Cyr Financial Wealth Advisors, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Workshops
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Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
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