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    Ccr Wealth Management

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    Description

    • CCR Wealth Management is an independent financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. Our team acts as personal advisors, empowering our clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them work toward achieving their lifelong goals.Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies
    • location

      Headquarters:1800 West Park Drive Suite 150, Westborough, Massachusetts, United States

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    • Ccr Wealth Management phone

      Phone Number: +1 508-475-3880

    • Ccr Wealth Management website

      Website: https://www.ccrwealth.com

    • Ccr Wealth Management employees

      Employees:20

    • Ccr Wealth Management revenue

      Revenue:$1 - 10M

    • Ccr Wealth Management legal name

      Legal Name:Ccr Wealth Management

    • Ccr Wealth Management's Social Media

      Ccr Wealth Management linkedin Ccr Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523999  |

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    Person level website identification

    Chief Operating Officer for Ccr Wealth Management

    Amanda Hopkins

    Chief Operating Officer

    Person level website visitor identification

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    View Employees

    Amanda Hopkins

    Chief Operating Officer

    John Maher

    Chief Information Officer, Cfa

    Jonathan Albano

    Partner, Financial Planner

    Lisa Comeau

    Compliance Officer, Osj Branch Manager

    Frequently Asked Questions regarding Ccr Wealth Management

    • Where are Ccr Wealth Management's Headquarters?

      Ccr Wealth Management's Headquarters are in 1800 West Park Drive Suite 150,Westborough,Massachusetts,United States

    • What is Ccr Wealth Management's phone number?

      Ccr Wealth Management's phone number is +1 508-475-3880

    • What is Ccr Wealth Management's official website?

      Ccr Wealth Management's official website is https://www.ccrwealth.com

    • What is Ccr Wealth Management's Revenue?

      Ccr Wealth Management's revenue is $1 - 10M

    • What is Ccr Wealth Management's NAICS code?

      Ccr Wealth Management's NAICS code is 523999

    • How many employees are working in Ccr Wealth Management

      Ccr Wealth Management has 20 employees

    • What is Ccr Wealth Management's Industry?

      Ccr Wealth Management is in the industry of Financial Services

    • Who is Ccr Wealth Management's Chief Operating Officer?

      Ccr Wealth Management's Chief Operating Officer is Amanda Hopkins

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