Close up of business man on tablet

In the News

6/17/2021

Anthony Gugino of Tompkins Financial Advisors, Wins Lifetime Achievement Award

In recognition of his ongoing leadership and mentorship, Pittsford, NY resident Anthony, L. Gugino, CFP® has earned the Rochester Business Journal’s prestigious Financial Leaders Lifetime Achievement Award. 

READ POST

4/23/2021
VIEWPOINT: POST-PANDEMIC MONEY MOVES: FINANCIAL CONSIDERATIONS FOR BUSINESS OWNERS & LEADERS
 
The COVID-19 pandemic inflicted unforeseen hardship on countless businesses across New York state and beyond, causing many business owners to tap into personal savings or retirement accounts to endure the devastating economic fallout. 
 
 
4/26/2021

William D. Winters: Post-pandemic considerations for business owners

The other day, I spoke with a business owner who shared how she tapped into her personal savings, reduced her salary and stopped contributing to her retirement plan in order to keep her company and employees afloat during the Covid-19 pandemic. She’s hardly an anomaly.
4/1/2021

Tompkins Financial Advisors expand 'Women & Wellness' financial roundtable discussions to WNY

Tompkins Mahopac Bank (TMB) has teamed up with Tompkins Financial Advisors to host a virtual seminar, “Is There a Trust in Your Future?” in Dutchess, Putnam and Westchester counties. Open to the public, the free workshop will be held online on Tuesday, March 9 from 11:30 a.m. to 12:30 p.m. 

3/22/2021

10 Things Families Should Know about the COVID-19 Relief Bill

As much as Berks County families try to stay on top of the information coming in fast and furious pertaining to latest Covid-19 relief bill – the American Rescue Plan Act – the average human attention span is only eight seconds, according to recent studies.

3/9/2021

Tompkins Financial Advisors Holds Free Trusts and Estates Seminar

In response to data showing women’s increased interest in saving more for unexpected circumstances since the pandemic, Tompkins Financial Advisors is growing its recently launched Women & Wellness financial roundtable discussions across its footprint.

READ POST

4/28/2021

Aligning Your Investment Strategy with Your Values

More and more people are seeking ways to have an impact in the space of environmental, social and governance and one way to accomplish this is to align your investments with your interest by utilizing ESG or Responsible investing strategies. We are going to dive into what ESG is and what it isn’t so you know how an ESG stacks up against other investment options. 

4/12/2021

Financial roundtable discussions offered for women

In response to data showing women’s increased interest in saving more for unexpected circumstances since the pandemic, Tompkins Financial Advisors is growing its recently launched Women & Wellness financial roundtable discussions across its footprint. 

Read Post

Best-In-Class Personalized Wealth Management