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VerifiedFinancial Services· Founded 1998

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 / 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

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HeadquartersWestborough, United StatesEmployees53(11 to 50)Annual revenue$10M to <$50MFounded year1998Websiteccrwealth.comLinkedIn profileLinkedIn

Verified contacts

42

available on Kipplo

LinkedIn employees

53

11 to 50 range

Open roles

no listings

Distinct roles

25

indexed titles

Tech stack

3

tools in use

Monthly traffic

583

organic / mo

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Top roles at Ccr Wealth Management

25 distinct titles indexed · top 10 shown.

  • 7financial consultant
  • 4client service specialist
  • 3financial planner
  • 2financial analyst
  • 1associate
  • 1bitcoin miner
  • 1chief investment officer
  • 1chief operating officer
  • 1crypto
  • 1customer service representative
  • +15more titles

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