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 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.
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.
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.
Reviews (6)
Kim Mctee
Nov 11, 2021
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Chris and his entire staff are wonderful! For a college educated woman, my investment knowledge was very limited when I first came to Cyr Financial. I found the whole category of investing to be the catalyst to many headaches and a lot of anxiety! I can now say that I am actually beginning to catch on! They have all been so patient and Chris has made sure that he explains everything at a level that I understand. I feel very comfortable and almost feel like I’m coming home when we have meetings because of the way they bring you in and make you feel cared for and truly interested, not only in the
Lorri Foockle
Sep 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I recently changed jobs and needed information, advice and options regarding income tax. I sent an email to Kristin who responded by not only answering my questions but anticipating and answering those I did not ask as well! That is professional customer service!
I recently changed jobs and needed information, advice and options regarding income tax. I sent an email to Kristin who responded by not only answering my questions but anticipating and answering those I did not ask as well! That is professional customer service!
Jamie Durham
Jul 31, 2021
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Thelma Holmbeck
Jul 31, 2021
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William McTee
Jul 17, 2021
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We selected the Cyr Financial Team due to their professionalism, trust, and responsiveness to our long-term financial plans. Their track record and strong research provided the reassurance that our assets are being invested prudently and protected properly for downside risk. They watch our money like it was their own! Across the board, the Team is friendly, knowledgeable, and great to work with. Highly recommend.
Andrew Andy Marti
Jul 12, 2021
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