CCR Wealth Management Email Formats

Financial Services • Westborough, Massachusetts, United States • 51-100 Employees

CCR Wealth Management Email Formats

CCR Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@ccrwealth.com), used 97% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ccrwealth.com	97%
{first name}{last name}	johndoe@ccrwealth.com	3%

Key Contacts at CCR Wealth Management

Johnny Woodruff

Managing Director

Misty Funk

Director

Company overview

Headquarters	1800 West Park Drive, Suite 150, Westborough, MA 01581, US
Phone number	+15084753880
Website	ccrwealth.com
NAICS	52
SIC	621
Keywords	Group Retirement Plans, Financial Planning, Investment Management, Insurance Strategies, Group Life And Health Insurance, Tax And Estate Coordination
Founded	1998
Employees	51-100
Socials

About 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 / 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

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

CCR Wealth Management has 23 employees across 7 departments.

Departments

Number of employees

Funding Data

Explore CCR Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-11-24	19	N/A

Funding Insights

Number of funding rounds

CCR Wealth Management Tech Stack

Discover the technologies and tools that power CCR Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Site Kit

Analytics

WPForms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

CCR Wealth Management is located in Westborough, Massachusetts, US.

You can reach CCR Wealth Management at +15084753880.

CCR Wealth Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

CCR Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at CCR Wealth Management

Johnny Woodruff

Managing Director

Misty Funk

Director

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