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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!
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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!
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CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
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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!
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Revamped Website
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
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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!
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CCR Locations
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!
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Earth Day at CCR
We support the Regional Environmental Council in building a healthy and sustainable community.
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CCR Earth Day Cleanup 2023
Every year, we take pride in celebrating Earth Day by cleaning the Lyman St Rail Trail.
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CCR Listed on Forbes Best in State Wealth Advisor 2023
CCR is pleased to be listed again on the Forbes Best in State list!
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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!
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CCR & Aita Financial Merger
CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.
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CCR & Edu4Retirement Merger
We are thrilled to announce that we will be merging with Edu4Retirement!
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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.
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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.
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What’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.