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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jonathan Albano, Cfp | Partner, Financial Planner at Ccr Wealth Management | North Andover, Massachusetts, United States |
Email
|
| David Borden | Brookline, Massachusetts, United States |
Email
Phone
|
|
| Michael Rousseau, Cfp | Greater Boston, United States |
Email
Phone
|
|
| Mark Palmerino | Partner, Financial Consultant at Ccr Wealth Management | Worcester County, Massachusetts, United States |
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 | 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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