cyrwoertz_team

With 70 years of combined experience, the Cyr/Woertz Financial Group strives to help investors reach all of their financial objectives. Located in Peoria Illinois, we help our clients develop a plan using a total wealth management approach. Each area is important individually, but managing them collectively is one of the many important aspects that can factor into your overall financial success. Our team’s approach to investing is designed to help you understand asset allocation, reduce your exposure to taxes, examine your risk exposures and provide a plan to successfully transfer your wealth to your children.

Denis has 20 years of experience providing financial and wealth management advice. Denis began his financial services career in 1995 when he joined AXA Advisors in Peoria, Illinois. Read More...
Christina grew up in Central Illinois where she attended Dunlap Schools and was a multi sport athlete at Dunlap High School. Upon Graduation, she attended Illinois Central College Read More...
Stephen is a Peoria native and 2011 graduate of Bradley University with a Bachelor’s Degree in Finance. While at Bradley, Stephen was an active member of the Financial Management Association Read More...

FINANCIAL INDEPENDENCE. THIS IS AN EMOTION THAT CAN COME FROM HAVING A SOUND FINANCIAL PLAN AND CLEAR INVESTMENT PATH TO A CONFIDENT RETIREMENT.

Our Mission
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.
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