CIC Wealth

Ryan has been my Financial Advisor for nearly 10 years, and is wonderful. Always available and accessible, I highly recommend!
Jun 7th, 2019

I worked at CIC Wealth as an intern learning to navigate the world of wealth management. Working under Ryan was not a 'get me a coffee' type of internship - he took careful time to explain to me both the how and why of his wealth management strategies. At CIC, I was given access to all the top tools and software required to run a wealth management firm. Ryan showed me how to understand all the data being presented about a particular fund, and how to decide which fund was right for a specific investment strategy. Nothing but great things to say about Ryan and CIC Wealth!
Dec 4th, 2018

As someone new to investing, I was pretty unsure where to start when getting our company IRAs set up. Ryan and his team were very patient and answered all my questions, big or small! They made the whole process really easy and our employees are really happy with how easy everything has been.
Nov 21st, 2018

Ryan and the team are very, very knowledgeable. They're outstanding financial advisors and do tremendous work!
Nov 2nd, 2018

Very helpful, insightful guidance. Ryan and the team could not have been better to work with.
Sep 30th, 2018