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 55 years. Founded in 1968, our family-owned firm prioritizes long-term client relationships through personalized service and a holistic approach to wealth management. Our team of certified professionals delivers customized solutions for individuals, families, and businesses, combining advanced education with decades of experience.We adhere to the fiduciary standard, ensuring all recommendations prioritize client interests while leveraging cutting-edge technology for transparency and efficiency. With expertise in tax planning, retirement strategies, and estate management, we empower clients to achieve financial security and intergenerational legacy.
Services
Personal Financial Planning
Retirement Planning
Wealth Management
Tax Services
Estate Planning
Details
- Year established: 1968
Highlights and features
- We offer 55+ years of experience in personalized financial planning.
- Our team holds advanced certifications including CFP, CFA, and AIF.
- We operate under the fiduciary standard, prioritizing client interests.
- We provide holistic solutions spanning tax, retirement, and estate planning.
- Our technology-driven approach ensures portfolio transparency and efficiency.
Associations and certifications
- FINRA
- SIPC
- Cetera Advisor Networks LLC
- AIF
- CFP
- CFA
Services
Personal Financial Planning
We create customized financial roadmaps 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. By conducting regular portfolio reviews, we ensure proactive adjustments to maximize long-term financial security.
Wealth Management
Our fiduciary-driven wealth management includes portfolio design, asset allocation, and risk mitigation. We offer access to stocks, bonds, ETFs, and mutual funds while leveraging advanced technology for transparent reporting. With over 35 years of in-house expertise, we deliver strategies tailored to individual risk tolerance and long-term objectives.
Retirement Planning
We develop comprehensive retirement plans balancing current income with future needs. Services include IRA setup, 401(k) rollovers, and RMD management, combined with long-term care insurance and Social Security optimization. Our methodical approach accounts for inflation and tax implications to ensure sustainable income throughout retirement.
Tax Services
We provide federal and state tax preparation alongside strategic tax optimization for individuals and businesses. Our expertise spans multi-jurisdictional filings and complex returns, supported by continuous education to stay current with evolving regulations. Services are delivered independently from investment advisory offerings.
Estate Planning
Our estate planning focuses on wealth transfer, trust creation, and tax mitigation strategies. We collaborate with legal partners to establish wills, living trusts, and power of attorney documents. By addressing philanthropic goals and family priorities, we help clients preserve assets for future generations.
People
Donald J. Ciampi, Jr.
Wealth Management Advisor
Donald J. Ciampi, Jr. leads wealth management services with an Accredited Investment Fiduciary designation. He holds Series 7 and 66 licenses, oversees financial planning, and maintains a legacy of integrity spanning three generations.
Ellen Ciampi
Client Communications and Engagement
Ellen Ciampi manages client communications and marketing strategy. With an MBA and nursing home administration certification, she serves on multiple educational boards and focuses on client engagement.
Michelle DeFilippo
Associate Wealth Advisor
Michelle DeFilippo, a Certified Financial Planner, specializes in holistic financial planning for young clients. She earned her Series 7 and 66 licenses and graduated Summa Cum Laude from Quinnipiac University.
Steven Fazo
Chief Investment Officer
Steven Fazo, a Chartered Financial Analyst with 35+ years of experience, directs investment strategies. Formerly at Goldman Sachs, he holds Series 7 and 66 licenses and manages portfolios with a fiduciary focus.
Jennifer Frioni
Director, Client Services
Jennifer Frioni oversees client services with 20+ years of accounting expertise. She holds Series 6 and 63 licenses and ensures transparent, personalized support for investment-related inquiries.
Questions
What services does Ciampi Tax & Financial Services offer?
We provide accounting, tax preparation, wealth management, retirement planning, and estate planning services tailored to individuals, families, and businesses.
Are you fiduciary advisors?
Yes, as Investment Advisory Representatives, we adhere to the fiduciary standard, ensuring recommendations prioritize client interests.
How long has the firm been in business?
Founded in 1968, we have served clients for over 55 years, spanning three generations of financial expertise.
Do you work with out-of-state clients?
Yes, we serve clients in over 30 states and internationally, with advisors properly registered in applicable jurisdictions.
What certifications do your advisors hold?
Our team includes Accredited Investment Fiduciaries (AIF), Certified Financial Planners (CFP), and Chartered Financial Analysts (CFA).
How do you approach retirement planning?
We balance current income with future needs, incorporating tax strategies, RMD management, and long-term care insurance to ensure sustainable retirement income.
