What departments does CCR Wealth Management have?

CCR Wealth Management has employees across 8 departments including Community & Social Services, Sales, Education, Consultant, Solutions Engineering.

What is the largest department at CCR Wealth Management?

The largest department at CCR Wealth Management is Consultant with 4 employees.

Where are CCR Wealth Management employees located globally?

CCR Wealth Management has employees across 4 continents and 4 countries including Nigeria, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has CCR Wealth Management's team size changed over time?

CCR Wealth Management's team has decreased from approximately 51 to 47 employees based on available data.

CCR Wealth Management Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

CCR Wealth Management is a mid-sized wealth management firm based in Westborough, Massachusetts, operating within the financial services industry. It delivers tailored financial planning alongside disciplined portfolio management for individuals, corporations, and institutions, aiming to support long-term wealth objectives with actionable strategies. Its services also include insurance planning, including group health and life coverage, integrated into a holistic financial plan. Securities and advisory services are provided through Cetera Advisors LLC, and CCR Wealth Management is affiliated with Cetera, which is under separate ownership from CCR. In 2018, CCR Wealth Management was named to the Financial Times' 2018 edition of the 401 Top Retirement Advisers list.

CCR Wealth Management Global Highlights

North America
84

United States Of America
84

Africa
1

Nigeria
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

CCR Wealth Management's Leadership

C. C. B.
Portfolio Community Manager | Maintenance Coordinator
Mobile Phone
Email
C. H.
Compliance Officer, Osj Branch Manager
Mobile Phone
Email
K. R.
Manager
Mobile Phone
Email
S. T.
Sales Executives; General Finance; Principal
Mobile Phone
Email
A. G.
Aquatic Fitness Instructor And Receptionist
Mobile Phone
Email
B. K.
Financial Consultant
Mobile Phone
Email
B. W.
Client Solutions Specialist
Mobile Phone
Email
C. N.
Associate
Mobile Phone
Email

CCR Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Human Resources
Support
Other
Community & Social Services

Contact profiles from CCR Wealth Management

Name

Title

Contact Info

Location

Last Update

C. C. B.
Portfolio Community Manager | Maintenance Coordinator
Mobile Phone
Email
Oct 17, 2024
C. H.
Compliance Officer, Osj Branch Manager
Mobile Phone
Email
Oct 23, 2024
K. R.
Manager
Mobile Phone
Email
Jul 31, 2026
S. T.
Sales Executives; General Finance; Principal
Mobile Phone
Email
Jul 24, 2026
A. G.
Aquatic Fitness Instructor And Receptionist
Mobile Phone
Email
Oct 22, 2024
B. K.
Financial Consultant
Mobile Phone
Email
Feb 06, 2026
B. W.
Client Solutions Specialist
Mobile Phone
Email
Oct 17, 2024
C. N.
Associate
Mobile Phone
Email
Oct 22, 2024
C. M.
Nurse Consultant
Mobile Phone
Email
Oct 21, 2024
D. S.
Marketing
Mobile Phone
Email
Oct 15, 2025

Frequently Asked Questions

What is CCR Wealth Management known for?

CCR Wealth Management was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-508-475-****

. Explore CCR Wealth Management's company overview page for more information.

What is CCR Wealth Management's most common email format?

CCR Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CCR Wealth Management email formats with LeadIQ.

How many employees does CCR Wealth Management have currently?

CCR Wealth Management has approximately 54 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaEurope.

Who are CCR Wealth Management's key employees and leadership?

As of July 2026, CCR Wealth Management's key employees include:

Portfolio Community Manager | Maintenance Coordinator: C. C. B.
Compliance Officer, Osj Branch Manager: C. H.
Manager: K. R.
Sales Executives; General Finance; Principal: S. T.
Aquatic Fitness Instructor And Receptionist: A. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

CCR Wealth Management Employee Directory

Find CCR Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead