Retirement & Financial Planning

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Reach Out to Us for Investment, College, and Retirement Planning Services.

Located in Croton Falls, NY and serving Westchester, Putnam and Fairfield Counties.


It's never too early to start planning for your future. The day you start generating income should be the day you begin looking into retirement planning services at Carminucci Workplace Solutions. Our experts in Croton Falls, NY will walk you through the confusing world of 401k plans, stocks and bonds to find the investment options that work best for you.


Call (914) 617-8780 now to speak with a member of our team about your investment portfolio.

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Explore Your Investment Options

If your employees need help with retirement planning or college savings, we can provide it. We explain a wide variety of investment options to your staff, including:


  • 529 plans - college savings investment account to fund their child's future education
  • Stocks - purchase shares to take part in ownership of a profitable corporation
  • Bonds - guarantee a return on their investment by investing in bonds
  • 401k plans - put away a portion of every paycheck into their retirement fund
  • Mutual funds - determine which assets they should invest in to start seeing returns
  • Individual Retirement Accounts (IRAs) - start investing in their retirement early


Questions about annuities, 403b accounts or non-profit investment options? Ask one of our experts to explain them today.

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