CCR Wealth Management
www.ccrwealth.comCCR 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.
Read moreCCR 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.
Read moreCountry
State
Massachusetts
Employees
11-50
Founded
1998
Estimated Revenue
$50,000,000 to $100,000,000
Social
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Social Media Marketing Manager
Email ****** @****.comPhone (***) ****-****Compliance Officer , Osj Branch Manager
Email ****** @****.comPhone (***) ****-****Financial Planner
Email ****** @****.comPhone (***) ****-****Investment Associate
Email ****** @****.comPhone (***) ****-****
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