Carminucci Wealth Management hosts ribbon cutting ceremony to celebrate new ERA Insite Realty service
Carminucci Wealth Management held a ribbon cutting at its office in Croton Falls Thursday afternoon to celebrate the company’s addition of realty services to its portfolio of financial products and services. An ERA Insite Realty branch office is now part of the storefront at 4 West Cross Street.
“When I work with people, we look at their entire financial picture, including their goals, needs, and their risk tolerance,” said Michael Carminucci, CFS, EA, RFC and owner of Carminucci Wealth Management. “Before I offered real estate, people would come to me and say, ‘I want to buy a house; can I afford it?’ Now, I can accommodate people.”
The Somers Chamber of Commerce hosted the ceremony, which was attended by Chamber board members, the Carminucci Wealth Management team and ERA Insite Realty’s partner realtors. Following the ceremony, guests celebrated at The Creek restaurant next door to Carminucci’s offices.
Carminucci’s ERA branch office in Croton Falls is part of a national franchise that maintains a local home office in White Plains. Real estate listings for Westchester and Putnam counties are posted in the window of the Croton Falls location, so that in-market buyers can get a sense of available inventory.
Carminucci said that adding a real estate offering is a natural extension to the services his firm already provides. Understanding a couple’s complete financial picture, for example, gives him a better sense of how much house they can afford, factoring in both their current means as well as their future plans. “Or, if someone is retiring, we can help them sell their house and put that money into a retirement account,” he added. “Integrating products and services so that you get the benefit of economies of scale is really the idea behind this.”
Carminucci noted that his team loves to hear from people, and invites locals to drop by the office, call or email to find out more about any of the available services.
“Fulfilling the long-lost art of customer service is my goal here,” Carminucci said. “It’s hard to get somebody who will accommodate everything you do. We’re trying to reintroduce that back into society one person at a time."