Forbes Best In State 2022
Forbes Best In State 2022
CCR is honored to be listed #11 in the state of MA on the Forbes list of Best in State Wealth Advisors!
CCR Listed on the Top DC Advisor Teams for 2021
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2021!
CCR Listed on the Top DC Advisor Teams for 2020
We are ecstatic to be listed on the Top DC Advisor Teams again for 2020! https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020 NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement.…
Forbes Best in State
CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors https://www.forbes.com/best-in-state-wealth-advisors/#5d374a1a291d *The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors list was developed by SHOOK Research and is based on in– person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that…
CCR named to the 2019 edition of the Financial Times 401 Top Retirement Advisers
We are proud to announce we have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
What’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
CCR on Forbes Best in State List
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.
CCR Named to the 2018 NAPA Top DC Advisor Teams List
Proud of our firm for being recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.
CCR listed on the Financial Times Top 401 Retirement Advisors
We are proud to announce we have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers.