Tompkins Financial Advisors

United States · 52 Employees
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.

概述

国家 United States
成立时间 1836
总部 118 East Seneca Street, Ithaca, New York, USA, 14850
电话号码 +1607-273-0037
网站 http://www.tompkinsfinancialadvisors.com
LinkedIn http://www.linkedin.com/company/tompkins-financial-advisors
Twitter
Facebook
员工数 52
行业 financial services,
简介 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.

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常见问题

Tompkins Financial Advisors 在哪里?

Tompkins Financial Advisors 的总部位于 118 East Seneca Street, Ithaca, New York, USA, 14850

Tompkins Financial Advisors 的电话号码是多少?

Tompkins Financial Advisors 的电话号码是 +1607-273-0037

Tompkins Financial Advisors 的官方网站是什么?

Tompkins Financial Advisors 的公司官方网站是 http://www.tompkinsfinancialadvisors.com

Tompkins Financial Advisors 是做什么的?

Tompkins Financial Advisors 的业务有哪些?

wealth management,risk management,investment management strategies,fiduciary services,financial planning,trusts & estates

Tompkins Financial Advisors 的年收入是多少?

Tompkins Financial Advisors 的收入是 271500000美元

Tompkins Financial Advisors 有多少员工?

Tompkins Financial Advisors 有 52 名员工

Tompkins Financial Advisors 属于哪个行业?

Tompkins Financial Advisors 从事以下行业: financial services

Tompkins Financial Advisors 使用什么技术?

Tompkins Financial Advisors 使用的一些流行技术包括: AudioEye,Google Tag Manager,Hubspot,LivePerson Monitor,Mobile Friendly,Nginx,Typekit,UltraDns,Varnish

如何联系 Tompkins Financial Advisors?

Tompkins Financial Advisors 联系信息: 电话号码:+1607-273-0037, 网站:http://www.tompkinsfinancialadvisors.com, 邮箱:ema***@***.com

Tompkins Financial Advisors 的社交媒体链接是什么?

Tompkins Financial Advisors 领英:http://www.linkedin.com/company/tompkins-financial-advisors,fackbook:,twitte:

Tompkins Financial Advisors 是一家上市公司吗?

不是

Tompkins Financial Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Tompkins Financial Advisors?

Tompkins Financial Advisors 有 0 家投资者,包括 。

管理层

Cesar Vazquez

Senior Retirement Plan Consultant

Lauren Cws

SVP Senior Wealth Advisor

Serena Compitello

Assistant Vice President, Trust Counsel

Donald Taulbee

Senior Investment Associate

员工

Amanda Luebstorff

Wealth Management Assistant

Michelle Mekos

Executive Assistant to the President and TFA Board of Directors

Bridget Lorow

Trust Accounting Specialist

John Knisley

Financial Planner

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