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CCR listed on the Financial Times Top 401 Retirement Advisors

By CCR WM | September 27, 2018

We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.

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How to Talk to Clients About Money and Marriage

By Michael Rousseau, CFP® | September 18, 2018

Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.

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CCR Purchases Books for Local Classroom

By CCR WM | September 7, 2018

This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.

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Community Harvest 2018

By CCR WM | September 7, 2018

CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.

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Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

By Jonathan Albano, CFP® | August 8, 2018

CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.

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CCR listed as a Top Firm by AUM 2018

By CCR WM | July 30, 2018

CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.

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