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Andrea Brannon

Andrea Brannon, CFA-IF

Lead Financial Advisor

Andrea stands out in her field with a dedication to client success, utilizing the firm’s Comprehensive AIM Retirement System. Committed to always acting in her clients’ best interests, she is known for her honesty, responsibility, trustworthiness, and compassion. Andrea finds the most satisfaction in her work through interacting with and helping people, and she genuinely enjoys getting to know her clients on a personal level, with many becoming what feels like extended family.

Throughout her career, Andrea has learned that clients value a financial advisor who is not just skilled, but also trustworthy and genuinely caring.

Outside of work, Andrea enjoys spending time with her family and dachshunds, watching sports, and reading.

Education & Credentials:

  • Series 65 Licensed Investment Advisor Representative
  • CFA Investment Foundations Certificate Holder
  • Licensed for Life Insurance and Annuities

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.

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