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CCR named to the Financial Times 400 Top Financial Advisors

By CCR WM | March 20, 2017

David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.

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January 2017 Market Outlook

By CCR Investment Committee | January 25, 2017

Greetings this New Year from our new office facilities in Westborough, MA. We hope you will find time to stop in if you are in the area!

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CCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals

By CCR WM | December 7, 2016

Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.

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Thanksgiving Turkeys at the Salvation Army

By CCR WM | November 20, 2016

The CCR charity group volunteered at the Salvation Army to sort out Thanksgiving day bags of food and pass out Turkeys to families in need. Great job team!

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Why Pension Plans Can Make Sense for Dental Practices

By Mark Palmerino | November 3, 2016

For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.

Community Harvest

Community Harvest Volunteering

By CCR WM | October 31, 2016

Our charity group picked and sorted fruits and vegetables from Community Harvest Project, a non-profit farm.

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