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.
July 2018 Live Market Update Video
Watch a Live Market Outlook from CCR Wealth Managements CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.
Setting Client Expectations in a Volatile Investment Environment
As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.
Veterans Inc. – Stand Down 2018
This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.
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