Cyr/Woertz Financial group offers over 70 years of financial planning expertise and guides their investors in pursuing their financial objectives through a wealth management approach, whether simple or complex. They will assist you in understading diverisification, asset allocation and reduce your exposure to taxes while providing a plan to successfully transfer your estate to your heirs.
Cyr/Woertz services include: Fee based guidance in Strategic Asset Management, Retirement Investment, Estate Planning and Portfolio Review.