Retirement Planning Group, LLP

Retirement Planning Group, LLP is a Third Party Administrator (TPA) with 35 years of experience specializing in the design and maintenance of retirement plans, including 401(k), Profit Sharing, traditional Defined Benefit and Cash Balance programs.

For more information, please contact Al Schwartz or Stuart Schoenly at (508) 926-2400.


CCR Wealth Management, LLC

CCR Wealth Management, LLC is an independent advisory and financial planning firm serving high net worth families and health care professionals in the New England area.  They specialize in investment planning which is driven by an individualized financial plan and further coordinated with their clients' estate planning components.

For me information please visit www.ccrwealth.com or call (508) 475-3880.

Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC.  CCR Wealth Management, LLC, Rosen & Assocoates, LLP & Multi-Financial Securities Corporation are unaffiliated companies.