Anthony Mandile is a financial advisor with CM Financial Advisors, LLC and holds credentials as a Certified Public Accountant. He has 26 years of industry experience and has worked at Ciampi, Mandile & Company for over 36 years. Outside of his advisory role, he is a member of both Ciampi Mandile & Company, LLC, a CPA firm, and Premier Mortgage Group, LLC, a mortgage brokerage company. CM Financial Advisors, LLC provides investment management and personal financial planning services to individuals, businesses, trusts, estates, not-for-profit organizations, and retirement plans. The firm tailors investment programs to each client’s goals and risk tolerance and is noted for its close affiliation with an accounting firm and a mortgage brokerage while focusing primarily on non–high-net-worth individuals and smaller institutional clients.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.