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Carminucci Wealth Management
Carminucci Wealth Management is a full-service financial consulting agency that partners with LPL Financial. It uses modern techniques in investment...
Overview
Carminucci Wealth Management is a full-service financial consulting agency that partners with LPL Financial. It uses modern techniques in investment management while maintaining traditional ethics and delivers personalized focus to each client. The firm provides advice on retirement accumulation strategies, college savings plans, annuities, stocks and bonds, and tax liability issues for individuals and groups.
General information
Firm type
RIA
Location
Country
United States
City
Croton Falls
Principals
Michael Carminucci
CFS, EA, RFC, LPL Registered Principal, LPL Financial Advisor
Joseph Burger
Director of Insurance Sales
George Collins
Director of New Business Development, Certified Retirement Counselor
Susanne Carminucci
Administrative Office Manager
Debra Murphy
Administrative Support Team Manager
John Martucci
Administrative Engineer
Frequently asked questions
Who runs investment decisions at Carminucci Wealth Management?
No named investment professionals are listed on the firm's website or in any public database reviewed. The principals or investment committee structure cannot be identified from publicly available sources.
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