Wealth Management
No matter what stage you’re at in creating and growing wealth, we’re proud to offer you access to investment services, financial planning, trust & estate services and wealth management services through our affiliation with Tompkins Financial Advisors.
Our ultimate goal is your success and peace of mind. When you choose Tompkins Financial Advisors as your personal finance partner, you can expect experience, sound advice and trusted personal service.
Investment Services provided through Tompkins Wealth Advisors. Trust and Estate Services provided through Tompkins Trust Company. Investment products are not insured by the FDIC or any federal government agency, not deposits or obligations of the bank or its affiliates, not guaranteed by the bank or its affiliates, and subject to investment risk, including possible loss of principal.
Investment Services provided through Tompkins Wealth Advisors. Trust and Estate Services provided through Tompkins Trust Company. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a separate entity from Tompkins Financial Advisors. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Financial Corporation and Tompkins Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
Ranked among the top 100 commercial insurance brokers in the nation.
Ranked among the Top 100 independent property/casualty agencies in the nation.
Consistently ranked among the Top 3 commercial insurance firms in the Rochester/Monroe County area.
Named Agency of the Year.
We're proud our employees ranked us among the nation's best insurance agencies to work for!
