Michael Ziminsky, Trust Officer in the Hudson Valley for Tompkins Financial Advisors, was recently featured in an article on CNN Underscored around building generational wealth. Check out the link below to read the full article. https://hubs.la/Q02Grgq10
Tompkins Financial Advisors
Financial Services
Ithaca, New York 1,020 followers
We work together with you to create, protect and transfer your family’s financial wealth for generations.
About us
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. Our focus is on understanding our client's complete financial picture so we can provide the wealth management strategies that make a meaningful difference in our client's lives. We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Advisors is part of Tompkins Financial Corp, a financial services holding company, publicly traded on the NYSE under the symbol TMP. The company is committed to creating long-term value for our clients, our communities and our shareholders. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Tompkins Trust Company and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
- Website
-
http://www.tompkinsfinancialadvisors.com
External link for Tompkins Financial Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Ithaca, New York
- Type
- Public Company
- Founded
- 1836
- Specialties
- Wealth Management, Risk Management, Investment Management Strategies, Fiduciary Services, financial planning, and trusts and estates
Locations
Employees at Tompkins Financial Advisors
Updates
-
Excited to announce the appointment of Kevin Joy as assistant vice president and wealth advisor in the Central New York Region. He joined our team in February and has been using his 14 years of experience to build stronger relationships with our current and potential clients. Please help us warmly welcome Kevin to our team!
Tompkins Financial Advisors Appoints Kevin Joy as Wealth Advisor
-
We are excited to share a recent addition to our Western New York, Wealth Management team, Conor Simonetti! Conor has joined us as a Wealth Advisor and is already working to assist our customers in their financial journeys. Please join us in welcoming Conor!
Careers: Tompkins expands WNY team; hires wealth advisor
thedailynewsonline.com
-
Please join us in congratulating Thomas Cannon who has joined us as a Wealth Advisor in Central New York! Read the release below for details on his new role and to also congratulate Michelle Harlan on her recent promotion within Tompkins Community Bank.
Tompkins Financial Corp. Promotes Thomas Cannon To Wealth Advisor And Michelle Harlan To Branch Manager
https://www.citybiz.co
-
Check out this article by Michael Ziminsky, Trust Officer in the Hudson Valley for Tompkins Financial Advisors, which was recently featured in the Westfair Business Journal. https://hubs.la/Q02vXZJ60
Navigating the Great Wealth Transfer
blog.tompkinsfinancialadvisors.com
-
Our Tompkins Financial Advisors' Investment Committee has published their Market Update for the First Quarter of 2024. The Market Update highlights important financial trends, providing insights and takeaways from the first quarter as well as commentary on what we can expect over the coming months. You can view the full market update on our website. https://hubs.ly/Q02tYk710