Posts by CCR WM
CCR listed on the Financial Times Top 401 Retirement Advisors
We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.
Read MoreCCR Purchases Books for Local Classroom
This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.
Read MoreCommunity Harvest 2018
CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.
Read MoreCCR listed as a Top Firm by AUM 2018
CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.
Read MoreVeterans Inc. – Stand Down 2018
This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.
Read MoreMarch for Babies 2018
We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!
Read MoreEarth Day Cleanup 2018
Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.
Read MoreCCR listed on 2018 Forbes Top Advisors State by State
We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.
Read MoreCCR named on the NAPA Top DC Advisor Firms
NAPA has published its first-ever list of top defined contribution (DC) Advisor Firms, and CCR is honored to be included!
Read MoreCCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors
Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.
Read MoreCommunity Harvest 2017
CCR team members volunteered at the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.
Read MoreMarch of Dimes March for Babies 2017
Check out Team CCR at the Worcester, MA Walk for Babies.
Read MoreCetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference 2017
CCR is honored to be awarded the 2017 Ensemble of the Year by Cetera® Advisors.
Read MoreCCR named to the Financial Times 400 Top Financial Advisors
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.
Read MoreEarth Day 2017
We are proud of the team for their hard work to clean up for Earth Day.
Read MoreCCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals
Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.
Read MoreThanksgiving Turkeys at the Salvation Army
The CCR charity group volunteered at the Salvation Army to sort out Thanksgiving day bags of food and pass out Turkeys to families in need. Great job team!
Read MoreCommunity Harvest Volunteering
Our charity group picked and sorted fruits and vegetables from Community Harvest Project, a non-profit farm.
Read MoreWestborough Firm Relocates Headquarters Ahead of Expansion
CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.
Read MoreCetera® Advisors Honors CCR Wealth Management as Ensemble of the Year
We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.
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