CCR Wealth Management

www.ccrwealth.com

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity.

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CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity.

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Country

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State

Massachusetts

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Employees

11-50

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Founded

1998

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Estimated Revenue

$50,000,000 to $100,000,000

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Social

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Potential Decision Makers

  • Social Media Marketing Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Compliance Officer , Osj Branch Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Associate

    Email ****** @****.com
    Phone (***) ****-****

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