CCR & Edu4Retirement Merger

While 2020 brought challenges for all of us, 2021 began with an exciting opportunity for the CCR family: we are merging our team with Edu4Retirement!

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 Edu4Retirement's amazing team of professionals.

The Edu team cultivates a culture of trust where clients are more than paper or electronic files, but lifelong friends. We will continue to work with you as we always have, with the benefit of turning to the Edu4Retirement team for specific expertise where necessary.

In terms of day-to-day operations, nothing will change, and you do not need to do anything - we will continue to work with you as we always have. We will gradually introduce you to Edu team members when your portfolio 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 Edu4Retirement’s clients, and to welcome Mike, Steve and the entire Edu4Retirement 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!”

We are excited about this new chapter and the opportunities it presents for us to better serve you.

Check out our full team here.