203.271.3801 ext. 2
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Offering Wealth Management Services for Nearly 25 Years
Start Planning Your FutureAt Ciampi Financial Services, we understand it’s not just about the money, it’s about what the money enables you to achieve. Whether it’s securing a brighter future for your family, pursuing personal aspirations, or enhancing your quality of life, we’re here to help you turn your financial resources into meaningful opportunities. We strive to replace financial uncertainty with clarity, confidence, and empowerment, transforming your wealth into a tool for a secure and fulfilling life.
Ciampi Financial Services is a legacy company of Ciampi Tax and Financial Services, LLC, which was founded by Donald J. Ciampi, Sr., in 1968. Tax and accounting services may be accessed by clicking the “Tax & Accounting” link above.
Financial Services That Support Your Unique Journey
Each person’s financial goals are unique. We begin by understanding you and your family’s needs and goals—where you are now, where you want to go, and, most importantly, how we can help you get there. As a trusted partner on your financial journey, we share our knowledge, processes, and technology with a tailored approach that leverages years of experience in wealth management and financial planning. Together, we identify blind spots and anticipate challenges, helping you navigate financial complexities so you can focus on your objectives and vision.
As opposed to simply selling investment products, we operate under the Accredited Investment Fiduciary® (AIF®) certification, which legally binds us to prioritize your best interests. We manage all planning and investment services in-house, ensuring greater transparency, accessibility, and accountability.
We measure our success by your confidence as we guide you toward a secure future.
Start your JourneyOur Wealth Management Services
Personal Financial Planning
We offer asset accumulation and protection guidance, education funding, risk management, and tax optimization strategies, wealth transfer, estate planning, trusts, legacy distribution plans, insurance solutions, and Social Security planning.
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Investment & Wealth Management
Our individualized, comprehensive plans are designed to be strategically aligned with your long-term financial goals.
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Retirement Planning
We create targeted strategies and recommendations that prioritize your unique situation and goals, helping you comfortably transition into retirement.
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Trust & Estate Planning
Our process provides personalized guidance that encompasses both family priorities and philanthropic aspirations in realizing your vision for your wealth and legacy.
Explore Trust & Estate Planning >Our Core Values
Every client interaction and plan we create is driven by the following values.
Family-Centered Approach
Our clients are more than customers—they’re family. We treat every client as an extension of our family, fostering trust, respect, and genuine care. By focusing on relationships, we create personalized strategies that reflect your unique values and goals.
Empowerment Through Simplicity
Financial clarity is the key to peace of mind. We remove the fear, confusion, and complexity from financial planning and investing. Through approachable guidance and education, we enable clients to make confident decisions about their wealth based on their vision of the future.
Excellence with a Personal Touch
Combining the industry’s latest technology and expertise with a deeply personalized experience, we offer the resources of a large firm with the service mindset of a small business.
What Our Clients Say
The Ciampi Family of Financial Planners developed a comprehensive retirement plan for my wife and me and have continued to refine it as our circumstances and goals have evolved. Their expertise, professionalism, and consistent follow-through have given us tremendous peace of mind. We trust their team to manage our financial future with a clear understanding of our priorities and a commitment to acting in our best interest. We appreciate their dedication and highly recommend them to anyone seeking reliable financial guidance.
Michael B.
For many years, Don Ciampi Jr. and his capable and caring associates have provided me and my family with expert advice in creating my retirement plan and helping me achieve my financial goals. They have been there for me in helping to navigate through life’s challenges and have provided expert guidance, not only for me, but for my children, and my grandchildren. Their personal and dedicated attention is second to none.
David, M.D.
Don is such a knowledgeable, respectful, and consummate professional…I felt very confident working with him, especially when explaining various financial concepts that we are completely uninformed on.
Erin D.
I have been with Don Jr since 2012 as a single young professional and now fast forward to a working wife and mom of two. He and his team have always kept my and my family’s interest at the forefront. They both know us so well regarding lifestyle and life goals. It makes every visit a hugely positive experience and feels more like catching up with friends/family than financial planning. They are always prepared, allow time for us to ask questions, and create visuals for us to truly show us our goals and growth. Forever I’m grateful for this team!
Stephanie P.
We have been working with Don and the Wealth Management Team for a number of years, and we couldn’t be more grateful for the exceptional service and guidance we received. From the very beginning, he took the time to understand our unique financial goals and tailored a strategy that made sense for us. His expertise, attention to detail and consistent communication has given us peace of mind that we are on track to meet our finance goals. I would highly recommend the Wealth Management Team at Ciampi Tax & -Financial Services.
Brian and Jill W.
The Ciampi Family of Financial Planners developed a comprehensive retirement plan for my wife and me and have continued to refine it as our circumstances and goals have evolved. Their expertise, professionalism, and consistent follow-through have given us tremendous peace of mind. We trust their team to manage our financial future with a clear understanding of our priorities and a commitment to acting in our best interest. We appreciate their dedication and highly recommend them to anyone seeking reliable financial guidance.
Michael B.
For many years, Don Ciampi Jr. and his capable and caring associates have provided me and my family with expert advice in creating my retirement plan and helping me achieve my financial goals. They have been there for me in helping to navigate through life’s challenges and have provided expert guidance, not only for me, but for my children, and my grandchildren. Their personal and dedicated attention is second to none.
David, M.D.
Disclaimer: These testimonials were given by clients of our financial advisors and no compensation was provided directly or indirectly. These testimonials are not a guarantee of future performance or investment success, and the testimonials and/or endorsements may not be representative of the experience of other clients. Please visit BrokerCheck to see more on the background of these professionals.