A complete list of active advisors currently associated with Cyr Financial Inc.
Warmer can help you find a great advisor at Cyr Financial Inc. or one who fits your needs even better.
Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside financial planning and estate-planning services. The firm provides a branded AIM Retirement System as well as project and ongoing planning engagements, and it also advises retirement plan participants on allocation options. The firm constructs customized portfolios using up to five proprietary investment models, employing equities, ETFs, mutual funds, alternative funds, options and business development companies with a generally long-term focus while permitting shorter-term trades for rebalancing or cash needs. Cyr Financial monitors accounts continuously, provides written financial plans (hourly or fixed-fee up to stated caps), and offers ongoing planning on an annual retainer. Cyr Financial’s business mix includes several services that are less common among similar team firms: certain supervised persons provide tax and accounting services, others are licensed insurance professionals who may recommend annuities and receive commissions (and the firm discloses these conflicts), and the firm may engage EncoreEstate Plans to prepare estate documents and publishes example estate-package pricing (e.g., trust and will packages). The firm also participates in an institutional platform through Charles Schwab, which it discloses as providing custodial and practice-support benefits.
To learn more about the advisors currently working at Cyr Financial Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hennepin, IL
| 1
| |
Hennepin, IL
| 7
| |
Hennepin, IL
| 4
| |
Hennepin, IL
| 14
| |
Hennepin, IL
| 7
|
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