Business Details
50+ Years
experience
Trusted Accounting & Financial Services in Cheshire, CT
Donald J Ciampi Associates has been a trusted partner in financial planning and accounting for over 50 years. Founded in 1967 by Donald J. Ciampi Sr., our family-owned firm combines decades of expertise with a personalized approach to serve individuals, families, businesses, and retirees. We specialize in accounting, tax preparation, wealth management, retirement planning, and estate planning, prioritizing long-term client relationships built on integrity and tailored solutions. Our team of certified professionals holds advanced credentials, including Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) designations. We adhere to the fiduciary standard, ensuring all recommendations prioritize client interests while leveraging cutting-edge technology for transparent portfolio management.With a legacy of serving thousands of clients across 30+ states and internationally, we remain committed to evolving with client needs, offering holistic strategies that address asset protection, tax optimization, and legacy planning. Our dedication to community and professional excellence is reflected in board memberships and partnerships with institutions like St. Paul Catholic High School and Cetera Advisor Networks LLC, a FINRA/SIPC member firm. We provide securities and advisory services through Cetera, while maintaining separate tax and consulting practices to ensure compliance and specialized expertise.
Services
Personal Financial Planning
Retirement Planning
Wealth Management
Tax Preparation
Estate Planning
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of experience in personalized financial planning and accounting.
- Our team includes Accredited Investment Fiduciaries (AIF) and Chartered Financial Analysts (CFA).
- We adhere to the fiduciary standard, prioritizing client interests in all recommendations.
- We provide holistic strategies combining tax optimization, retirement planning, and estate services.
- Our technology-driven approach ensures transparent and efficient portfolio management.
Associations and certifications
- FINRA
- SIPC
Services
Personal Financial Planning
We create customized financial plans addressing asset accumulation, tax optimization, and risk management. Our approach integrates education funding, insurance solutions, and Social Security planning to align with evolving client goals. Using advanced technology, we conduct regular portfolio reviews to ensure accountability and adapt strategies as life circumstances change.
Investment & Wealth Management
As fiduciaries, we design investment portfolios aligned with your risk tolerance and long-term objectives. Our services include asset allocation, cost management, and access to stocks, bonds, ETFs, and mutual funds. With over 35 years of in-house expertise, we ensure transparent reporting and strategic adjustments to maximize returns.
Retirement Planning
We develop comprehensive retirement plans balancing current income with future needs. Our method considers inflation, tax savings, and income distribution strategies while coordinating with long-term care insurance, Medicare, and Social Security to ensure financial security during retirement.
Tax Preparation
We offer specialized tax planning and preparation for individuals and businesses. Our expertise includes federal and state tax returns, compliance strategies, and optimization techniques to minimize liabilities while ensuring adherence to regulatory standards.
Estate Planning
We assist in creating trusts, wills, and wealth transfer strategies to preserve assets for beneficiaries. Our services include tax mitigation planning, power of attorney arrangements, and coordination with legal partners to ensure your legacy aligns with personal and philanthropic goals.
People
Donald J. Ciampi, Jr.
Wealth Management Advisor
Donald J. Ciampi, Jr. leads wealth management services with over 20 years of experience. He holds an MBA from Rensselaer Polytechnic Institute, Series 7/66 licenses, and an AIF designation. He focuses on personalized financial planning and fiduciary investment strategies.
Ellen Ciampi
Client Communications and Engagement
Ellen Ciampi manages client communications and marketing. With an MBA from Sacred Heart University and nursing home administration certification, she ensures clear client engagement and oversees external messaging strategies for the firm.
Michelle DeFilippo
Associate Wealth Advisor
Michelle DeFilippo, a CFP professional, specializes in holistic financial planning for young clients. She earned her finance degree from Quinnipiac University and holds Series 7/66 licenses, focusing on technology-driven financial solutions.
Steven Fazo
Chief Investment Officer
Steven Fazo, CFA, oversees investment strategies with 35+ years in finance. A Yale graduate and former Goldman Sachs professional, he ensures expert portfolio management and research while maintaining Series 7/66 registrations.
Jennifer Frioni
Director, Client Services
Jennifer Frioni leads client services with 20+ years in accounting and wealth management. She holds a BS in Accounting from Southern CT State University and Series 6/63 licenses, ensuring seamless client support and transparency.
Questions
What services does Ciampi Tax & Financial Services offer?
We provide accounting, tax preparation, wealth management, retirement planning, and estate planning services tailored to individual and business needs.
How is Ciampi different from other financial firms?
Our family-owned legacy, fiduciary commitment, and personalized approach ensure solutions prioritizing client goals with transparency and expertise.
What is your retirement planning process?
We assess your current financial status, create tailored strategies, and use tax-efficient methods to ensure a secure retirement transition.
Are your advisors credentialed?
Yes, our team holds certifications including AIF, CFA, CFP, and Series 7/66 securities licenses.
Do you serve clients outside Connecticut?
Yes, we work with clients in over 30 U.S. states and internationally.
Reviews (4)
Christine Bailey
Jun 13, 2022
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My fiance and I have been using Ciampi for all our accounting needs for many years. We are very happy with the level of knowledge, expertise and professionalism at this firm. Dave is awesome and provides excellent customer service. I highly recommend Ciampi Tax & Financial Services!
Gail Pearsall
Mar 24, 2022
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Everyone in the office has been great! Always professional and responsive. Highly recommend Ciampi Tax and Financial Services.
Nick Scarpati
Mar 01, 2022
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David Ciampi and the team at Ciampi Tax are truly incredible professionals that are knowledgeable and friendly. This is my second year having David handle my LLC and personal taxes. My only regret is that I didn't come to him sooner.
Connecticut Renovation
Feb 24, 2022
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David & his staff are very professional and quick to respond to our questions, big and small. We are very satisfied that we made the switch from our previous accountant and wish we did it years ago.
