Jonathan M. Albano,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan M. Albano, CFP®

Financial Planner

CCR Wealth Management LLC

1800 West Park drive, Suite - 150
Westborough, MA 01581
(508) 926-2493

General

Jonathan Albano is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CCR Wealth Management LLC in Westborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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