AH

Amanda Hopkins

Chief Operating Officer

CCR Wealth Management

Massachusetts


Contact Information

Email
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LinkedIn

Company Information

Company
CCR Wealth Management
Industry
financial services
Employees
55.0
Seniority
C suite
Annual Revenue
3683000.0
Latest Funding
Other

Technologies

Salesforce GoDaddy Hosting Hubspot WordPress.org Mobile Friendly Bootstrap Framework reCAPTCHA Google Analytics Varnish Google Tag Manager Google Font API Circle

Keywords

financial planning investment management insurance strategies group retirement plans group life & health insurance tax & estate coordination business financial coordination corporate retirement plans group insurance plans personal finance tax optimization wealth management retirement planning life transitions estate planning cash flow management long-term care insurance disability insurance investment strategies wealth accumulation insurance evaluation customized financial plans client-centered approach financial consultants tax-smart strategies risk tolerance assessment portfolio reviews investment oversight goal setting fiduciary services financial analysis market trends client service personalized investment models transparent investment strategies economic review asset management strategic growth investment diversification financial risk management client relations continuity planning qualified retirement plans insurance coverage analysis investment performance reviews life insurance planning tax efficient investments customized insurance plans family legacy planning comprehensive financial plans client success stories holistic financial solutions financial services law practice legal services

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