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New Client Onboarding Survey

Thank you for your trust and confidence in choosing Cyr Financial Wealth Advisors. Now that you’ve successfully completed the onboarding process, we are excited to officially welcome you as a valued client. We would appreciate your feedback on the onboarding experience by completing the survey linked below. Your input will help us improve our process and better serve future clients.
We appreciate your time and look forward to working together to secure your financial future.
The Cyr Financial Team

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About Cyr Financial

Cyr Financial is a fiduciary Registered Investment Advisor (RIA) that offers comprehensive financial services to clients throughout the United States. Adhering to the highest ethical standards, we prioritize the interests of our clients above all, ensuring advice and recommendations are made with the client’s best interests at heart.

We specialize in providing customized financial planning, including retirement, income, tax, and insurance.

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Cyr Financial is an SEC Registered Investment Advisor (“RIA”) located in the State of Illinois. Cyr Financial provides asset management and related services for clients nationally. Cyr Financial will file and maintain all applicable licenses as required by the various state securities boards, as applicable.

Cyr Financial will provide all prospective clients with a copy of our current Form ADV Part 2A (“Disclosure Brochure”) and form ADV Part 2B (“Brochure Supplement”) prior to commencing an Advisory relationship. These documents can be found on adviserinfo.sec.gov.

Data, articles, videos and other content are based on generally available information and are believed to be reliable. Cyr Financial does not guarantee the accuracy of the information contained here within. All information presented is for educational purposes only and is not meant as investment advice. Please consult with an investment advisor before taking any action that may impact your financial situation. Past performance is not an indication or guarantee of future results.

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