Posts by CCR WM
Earth 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.
Read MoreEarth Day Cleanup
We had a great turnout for our annual Earth Day cleanup.
Read MoreFour Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.
Read MoreDavid Borden Named to 2016 Financial Times 400 Top Financial Advisers
David Borden Named to 2016 Financial Times 400 Top Financial Advisers.
Read MoreFour Ways to Prep for Retirement in Mass.
Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.
Read MoreHat & Mitten Drive for DCF
We held a Coat, Hat & Mitten drive for the local office of the Department of Children and Families and were overwhelmed with the support of our staff, family, and friends.
Read MoreDonation to the Franklin Food Pantry
We were able to donate 71lbs of food to the Franklin Food Pantry running the “Breakfast Month”!
Read MoreVolunteering at the Veterans Inc Stand Down Event
The CCR Charity group was able to donate 100 bags full of hygiene items to the Veterans Inc Stand Down event in Worcester, MA. Over the two days we served food, cleaned, sorted clothes, and anything else to make the event run smoothly.
Read MoreCCR Funded a Local Schools Request for Gym Equipment
A local school posted a request for donations to purchase new equipment for their gym, and by raffling off tickets to a Patriots game we were able to fully fund their request!
Read MoreCCR Listed on the 2015 Financial Times Top 400
CCR is honored to be listed on the 2015 Financial Times Top 400 list.
Read MoreCCR Charity & Community Responsibility
We are proud to announce we have formalized our charitable endeavors with the creation of an internal committee, name and logo.
Read MoreCCR Listed on the 2014 CT Five Star Professionals
CCR is honored to be listed on the Connecticut Five Star Professionals list for 2014.
Read MoreDavid Borden Listed in 40 Under 40 in WBJ
David Borden listed in 40 Under 40 in Worcester Business Journal.
Read MoreClients Come Out of Their Shells
While markets have fallen sharply in the last month, they still remain lar above the depths or the financial crisis.
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