CCR & Aita Financial Merger

While the past two years have brought challenges for all of us, we are looking to close out 2021 with an exciting opportunity: we are merging our team with Aita Financial!

This merger expands the breadth and increases the depth of our services. We are thrilled to give our clients the opportunity to benefit from access to Aita Financial's team of professionals.

In terms of day-to-day operations, we will continue to work with you as we always have. We will gradually introduce you to Aita Financial team members when your personal situation may benefit from their specific areas of knowledge and insight.

We’d like to share a welcome message from CCR Wealth’s Managing Partner, David Borden:

“We are so happy to welcome Aita Financial Group’s clients, and to welcome Dean and the entire Aita Financial Group team. We know that the merger will be a seamless one as our firms share similar cultures and an ethos of trust built on always putting the client - and his or her specific needs - first. We look forward to meeting each of you. Welcome!”

Check out our new team here: www.ccrwealth.com.