CCR Wealth Management

CCR Wealth Management

Financial Services 1800 West Park Drive 54 employees
Employees
54
Contacts
4
Emails
4
Phones
3

CCR Wealth Management Overview

Headquarters
1800 West Park Drive
Phone Number
Available in AeroLeads
Website
ccrwealth.com
Industry
Financial Services
Employees
54
Founded
1998
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About CCR Wealth Management

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. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

CCR Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

CCR Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Jonathan Albano, Cfp Partner, Financial Planner at Ccr Wealth Management
Email
David Borden
Email Phone
Michael Rousseau, Cfp
Email Phone
Mark Palmerino Partner, Financial Consultant at Ccr Wealth Management
Email Phone

Employees by Management Level

Individual contributor 19 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 3
Sales 2 2 1
General 1 1 1
Executive 1 1 1
Marketing 1 1 0
Operations 1 1 0

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