CCR Insights

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CCR listed on the Financial Times Top 401 Retirement Advisors

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

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

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

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

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

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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