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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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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Decision-makers and verified team members
42 contacts with verified email or phone · masked until revealed.
- JA
Jonathan Albano
Partner, Financial Planner · Finance & Accounting
EmailPhone - AH
Amanda Hancock
Financial Planner · Finance & Accounting
EmailPhone - AB
Andrew Bonetti
Partner, Financial Consultant · Other
EmailPhone - BS
Blake Sellers
Financial Consultant · Finance & Accounting
EmailPhone - BR
Bradley R. Konopaske
Financial Consultant · Finance & Accounting
EmailPhone - BK
Brian Kennedy
Financial Planner · Finance & Accounting
EmailPhone - BT
Brian Thomas
Financial Consultant · Finance & Accounting
EmailPhone - CG
Crystal Giannoulis
Client Service Specialist · Customer/Client Service
EmailPhone - EF
Eric Fernandes
Investment Associate · Finance & Accounting
EmailPhone
Showing 9 of 42 verified contacts
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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