CCR Wealth Management, LLC partners with the following companies who each provide specific, high-quality services that improve our clients' effectiveness and profitability.

Rosen & Associates, LLP is a valued resource to the dental and medical industry. Hundreds of healthcare professionals rely on our competent, efficient, and forward-thinking personnel to provide them with simplified record keeping systems, timely financial reporting, and comprehensive tax planning and preperation. Led by Larry S. Rosen, CPA, MBA, our professionals maintain the highest level of reliability and integrity backed by their knowledge, standards, and ability.

Retirement Planning Group, LLP designs, implements and administers qualified retirement plans, including 401(k), profit-sharing, cash-balance, defined-benefit and defined-contribution.