CCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!
Your CCR Team
In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!
CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
Merger of Our Cetera Advisors Teams
We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!
Revamped Website
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
Congrats Vinny Palmerino on CFP Designation!
We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!
CCR Locations
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!
Earth Day at CCR
We support the Regional Environmental Council in building a healthy and sustainable community.
CCR Earth Day Cleanup 2023
Every year, we take pride in celebrating Earth Day by cleaning the Lyman St Rail Trail.
CCR Listed on Forbes Best in State Wealth Advisor 2023
CCR is pleased to be listed again on the Forbes Best in State list!
CCR Listed on the Top DC Advisor Teams for 2022
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!
CCR & Aita Financial Merger
CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.
CCR & Edu4Retirement Merger
We are thrilled to announce that we will be merging with Edu4Retirement!
CCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
What’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
