By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
Take Our Assessment
Welcome To Cyr / Woertz Financial

Cyr / Woertz Financial is a comprehensive financial services firm offering a combination of actively managed investments, insurance and financial planning.  We cater to individuals and small businesses that prefer a holistic approach to wealth management.

We add value for our clients by helping to ensure every aspect of their financial situation is managed comprehensively, with all pieces moving in unison. As a true financial partner, we are not product- driven or quota based; instead we follow an independent solution-based model.

2017 Outlook- LPL Financial Research