- Who We Are
- Who We Serve
- Our Services
- Client Access
Wealth is about more than just money. Wealth should be a byproduct of successfully pursuing your passions; expanding on what’s possible through practical planning and research based investing. At Cyr Financial, our mission is to become true financial partners with our clients by providing world class investment management, tax, retirement and estate planning; delivered with exceptional customer service.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
We focus on preserving your lifestyle today while continuously focusing on your legacy tomorrow
We are your financial quarterback to guide you through the many stages of growing your business
We help manage your investments and keep you on track to meet your future financial goals, so that you can focus on your family today
We work with Non-Profits and Endowments to ensure compliance with their Investment Policy while managing portfolios to meet their unique needs