Carminucci Wealth Management and Financial Services is a dedicated financial advisory firm headquartered in Croton Falls, New York. Affiliated with LPL Financial, the firm offers personalized wealth management and financial planning services designed to meet the unique needs of individuals, families, and small business owners. Their team of experienced advisors focuses on building lasting client relationships through trust, transparency, and a clear understanding of each client’s financial goals.
The firm provides guidance on key areas such as investment strategy, retirement planning, estate planning, and insurance. Utilizing a client-first approach, Carminucci Wealth Management develops customized financial strategies that align with both short-term needs and long-term aspirations. Their affiliation with LPL Financial—one of the nation’s leading independent brokerage firms—allows them to offer robust research and a wide range of financial products without the pressure of proprietary offerings.
With a strong commitment to client education, the team ensures their clients are empowered to make informed decisions. Their advisors frequently engage with the local community and maintain a reputation for integrity, professionalism, and client-centric service.
Website: http://www.carminucciwealthmanagement.com/
Key Services:
– Comprehensive financial planning
– Investment management and portfolio development
– Retirement income strategies
– Estate and legacy planning
– Insurance planning (life, disability, long-term care)
– Tax-efficient investment strategies
– Business owner financial solutions
– Education funding strategies
