We’re here to help you feel confident in your financial future.


Your Dreams Matter

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.

Don’t Just Take Heart — Take AIM!

Using our comprehensive and carefully crafted AIM Retirement System™, we evaluate and address each essential area of financial planning — income, investments, health care, taxes, Social Security, long-term care and estate planning — to help you confidently and comfortably pursue your goals.

We believe rewarding retirements require a group of qualified and experienced professionals who can manage multiple elements and provide choreographed direction. That’s why every meeting at Cyr Financial includes a financial advisor, financial planner and CPA.

So, if you’re ready to charge ahead, we’re ready to help you AIM for new horizons and milestones in three proven steps:

Assess your goals and situation

Implement a custom strategy

Monitor your plan to ensure it continues meeting your needs


Comprehensive Services.
Confident Retirements.

We offer complete financial planning, including services for retirement, investments, insurance and accounting.

Income Planning

Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.

Retirement income strategies

IRA and 401(k) rollovers

Social Security planning

Tax Planning

We’re not just financial advisors, we’re also CPAs. We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.

Tax-efficient strategies

Tax-loss harvesting

Complete tax planning and preparation

Insurance Planning

We’ll look at Medicare Parts A, B and D, as well as long-term care options, to address rising health care costs. We work with more than 20 insurance carriers to help protect you and your family from unnecessary risk.

Long-term care strategies

Life insurance

Auto and home insurance

Health insurance

Learn More About Cyr Financial

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