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!
Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
CCR Locations
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!
Retirement Planning Does Not Stop in Retirement
Unexpected costs, such as family emergencies, will occur in retirement… that’s why your retirement planning needs to incorporate more than just investments.
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Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.