Ciampi Tax & Financial Services LLC is a full-service firm providing accounting, tax, consulting and wealth management services. Built upon a holistic service model, we offer a comprehensive range of financial services for individuals, families, businesses and retirees. For over 50 years, our family-owned business has remained committed to developing trusted and long-lasting client relationships. We treat each relationship as a partnership. This results in customized and attentive service that brings unmatched value and creates a superior client experience.
Services
Our History
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Donald J. Ciampi Sr. began preparing taxes as a second job to help support his family in 1967 as a tax preparer at the H&R Block in Waterbury, Connecticut. Don Sr. became a popular tax preparer at H&R Block and quickly rose to a manager position in the Waterbury office, located in the Colonial Plaza on Thomaston Avenue.
Personal Financial Planning
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Step one in our Personal Financial Planning process is identifying your personal life goals. We aim to be your trusted partner on your financial journey, one who will help you change your strategies as your life evolves. Our approach is comprehensive, taking into account the following key areas: retirement planning; education funding; wealth transfer, including estates and trusts; risk management/asset protection; tax mitigation strategies; and insurance needs.Our objective is to define, monitor and adjust your plan, and to provide dedicated and accessible service while doing so.
Investment Management
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Clients have many choices of investment managers and tools. Since 1968, our family-owned firm has provided transparent and trusted financial services. Today we are still a personalized and independent firm whose goal it is to maximize your financial security. Investment research and portfolio management are done internally, and our services include: portfolio design, direction and oversight; estate and trust administration and management; retirement rollover; income distribution strategies; Roth conversion plans; and tax mitigation advice.
Fiduciary Standard
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We provide services to our clients that are held to a Fiduciary Standard, which always puts the client's best interest first. As a Fiduciary, we are required to act with unequivocal loyalty to our clients by being transparent about services, compensation and potential conflicts of interest. As an Investment Advisory Representative (AIR), we are held to the Fiduciary Standard by federal law.
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