CCR is honored to be listed as #12 on the Forbes list of Best in State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative data, such as revenue trends, assets under management, compliance records and best practices, gathered by Shook Research through telephone and in-person interviews. No fee is received by Forbes or Shook in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success or portfolio performance. This recognition should not be considered as an endorsement of the advisor by any client.