Tompkins Financial Advisors helps businesses and individuals achieve their financial goals through planning, investment management, tax services and insurance solutions. Our experiences and integrated team of professionals offers assistance beyond most traditional accounting and tax providers.
Annual Services
- Tax planning
- Tax preparation
- Year-end accounting
- Bookkeeping and write-up
- IRS and state audit representation
Additional Services
- Owner/Executive financial planning
- Business succession planning
- Life insurance audit
- Estate planning and survivor needs analysis
- Buying or selling a business
- Benefits consulting
- Financial forecasts/business plans
- Facilitating bank financing
- Consulting on company finances and operations
- Retirement plan review or start-up
- IRA accounts and rollovers
- Choice of business entity
- Bookkeeping set-up and consultation
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.