There is no greater peace of mind than knowing you are making informed decisions and wise choices now to ensure that you–and your family–will enjoy the lifestyle you hope for in the future.
Financial planning is an ongoing process and by defining what is important, Tompkins Financial Advisors will work with you to develop strategies and programs to help you achieve financial success.
Why Fee-Based Planning?
As independent advisors, we provide objective counsel. We make recommendations that are in your best interest. This provides you with the security of knowing you have a team focused on helping you achieve your goals—according to your needs.
The services you receive are specifically designed to meet your individual needs and objectives. We will work together to determine a program that works best for you.
Click here to see the services we provide for you.
Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and AM&M Financial Services, Inc. Tompkins Trust Company provides bank trust and asset management services. Tompkins Financial subsidiary AM&M Financial Services, a registered investment advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through AM&M subsidiary Ensemble Financial Services, Member FINRA, SIPC.
Investments are not FDIC insured, not Bank guaranteed, and may lose value.