CCR Insights

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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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CCR at AFCA 2024

CCR will be at the 2024 AFCA Conference! Join us at Booth 340.

CCR Group Photo 2023

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!

Social Posts (81)

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.


CFA Boston Market Dinner

CCR is proud to sponsor the @CFABoston #CFABMarketDinner!


CCR 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.


Westborough Firm Relocates Headquarters Ahead of Expansion

CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.