Congratulations to Mark Palmerino for 21 great years at CCR! We wouldn't be where we are today without you - thank you for your hard work and dedication! #workanniversary
CCR Wealth Management
Financial Services
Westborough, MA 1,992 followers
A partner to plan. A guide for your goals. A team to trust.
About us
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
- Website
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http://www.ccrwealth.com
External link for CCR Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Westborough, MA
- Type
- Public Company
- Founded
- 1998
- Specialties
- Financial Planning, Investment Management, Insurance Strategies, Group Retirement Plans, Group Life and Health Insurance, and Tax and Estate Coordination
Locations
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Primary
Get directions
1800 West Park Drive
Suite 150
Westborough, MA 01581, US
Employees at CCR Wealth Management
Updates
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Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whether you're relaxing at home or enjoying a well-deserved day off, we hope you're able to recharge and enjoy this special day. #laborday #community #relaxandrecharge
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Feeling overwhelmed about selling your home? Let CCR guide you through the process. Our professionals can help you start the next chapter of your life with ease. https://lnkd.in/eFFD6pmr #estateplanning #financialplanning
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If you're considering selling your home, deciding if it's the right time can be difficult. You may feel conflicted and overwhelmed. Discover the main factors you should consider when deciding if it makes sense to sell your home. https://lnkd.in/enVDmjKV #estateplanning #financialplanning
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Attention all women! It's time to take control of your financial future. With the average age of widowhood now at 59, it's crucial to have a plan in place. Don't leave it up to chance – work with a financial advisor who understands YOUR unique needs. https://lnkd.in/ehBJ4ErS #womensequalityday #womensequality #financialempowerment
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Attention all women! It's time to take control of your financial future. With the average age of widowhood now at 59, it's crucial to have a plan in place. Don't leave it up to chance – work with a financial advisor who understands YOUR unique needs. https://lnkd.in/e4GzCsUK #womensequalityday #womensequality #financialempowerment
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Did you know retirement has three stages, not just one? It's about managing your health, independence, and wallet. Let's plan for the 'retirement smile' spending pattern! https://lnkd.in/eF4AiH4x #retirementplanning #retirementsmile #financialindependence #healthyaging
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Let's give a huge round of applause to Andrew Bonetti for an incredible 8 years at CCR! His dedication and hard work have been instrumental in our success. Thank you for all that you do! #workanniversary #ccrstrong
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Check out these seven major events where savings can make a huge difference in helping you enjoy life's special moments. Let's make the most of our hard-earned money and create memories that will last a lifetime! https://lnkd.in/eNnF4gBf #savings #wealthmanagement #liveyourbestlife
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It's back-to-school time, which means college planning is on the horizon. Let's not forget about the rising costs of education. Remember, the earlier you start saving, the easier it will be to send your kids to college. https://lnkd.in/eew57n_T #backtoschool #collegeplanning #financialplanning
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