Business Details
36 Years
experience
Your Trusted Partner for Integrated Financial Services
Founded in 1990 by Mario Ciampi and Tony Mandile, our firm has evolved from a multi-functional accounting practice into a comprehensive financial services provider. We specialize in tax preparation, financial planning, investment management, and mortgage services, offering integrated solutions tailored to businesses, families, and individuals. Our team includes Certified Public Accountants (CPA) and Certified Financial Planners (CFP) with decades of combined experience, ensuring clients receive expert guidance aligned with their unique goals.We maintain affiliations with CM Financial Advisors, LLC and CM Mortgage Services, enabling us to deliver independent investment advice and end-to-end mortgage support. Our commitment to client relationships drives our holistic approach, combining technical expertise with personalized service to help clients achieve financial success.
Services
Tax Preparation
Financial Planning
Investment Management
Mortgage Services
Retirement Planning
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of experience in accounting and financial planning.
- Our team includes Certified Public Accountants and Certified Financial Planners.
- We provide integrated financial services for businesses and individuals.
- Our personalized approach ensures tailored financial solutions.
- CM Mortgage Services offers dedicated support for home financing needs.
Associations and certifications
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants
- Financial Planning Association
- Registered Investment Advisor (RIA)
Services
Tax Preparation
We prepare corporate, partnership, and individual tax returns while offering strategic tax planning to minimize liabilities. Our CPAs ensure compliance with federal and state regulations, providing tailored advice for businesses and high-net-worth individuals. Services include retirement distribution planning and entity selection for startups.
Financial Planning
Our CFPs develop customized financial plans covering retirement, education funding, estate planning, and wealth accumulation. We analyze clients' financial situations to create actionable strategies aligned with their life goals, risk tolerance, and income levels for long-term stability.
Investment Management
Through CM Financial Advisors, LLC, we offer fee-only investment management for retirement accounts, 401(k) rollovers, and non-retirement portfolios. Our independent approach focuses on client-specific goals, providing portfolio monitoring, performance reporting, and strategy adjustments as needed.
Mortgage Services
CM Mortgage Services assists with home purchases, refinancing, and investment property loans. We help clients determine eligibility, compare fixed vs. variable rates, and navigate the application process using existing financial data to expedite approvals for residential and commercial properties.
Retirement Planning
We design retirement strategies including 401(k) rollovers, SEP/SIMPLE plans, and income distribution plans. Our services address tax implications, estate planning, and wealth transfer to ensure financial security during retirement while complying with regulatory requirements.
People
Mario Ciampi
CPA, CFP
Mario Ciampi, a Magna Cum Laude graduate of Quinnipiac University, has over 30 years of experience in accounting and financial planning. He holds CPA and CFP certifications and is affiliated with the American Institute of CPAs and Financial Planning Association.
Tony Mandile
CPA
Tony Mandile, a co-founding partner, specializes in tax, accounting, and retirement planning. He earned a Bachelor of Science from Central Connecticut State University and maintains CPA certifications through the American Institute of CPAs and Connecticut Society of CPAs.
Questions
What services does Ciampi Mandile & Company offer?
We provide tax preparation, financial planning, investment management, mortgage services, and retirement planning tailored to businesses and individuals.
Do you specialize in mortgage assistance?
Yes, through CM Mortgage Services, we guide clients through home purchases, refinancing, and investment property financing.
Are your advisors certified professionals?
Our team includes Certified Public Accountants (CPA) and Certified Financial Planners (CFP) with extensive industry experience.
How do you approach financial planning?
We create personalized plans by analyzing your financial goals, risk tolerance, and long-term objectives to ensure strategic growth.
What areas do you serve?
We primarily serve clients in Rocky Hill, Connecticut, with nationwide mortgage and investment services available.
