Investment Management - For clients who have achieved a level of wealth that they want to enhance and protect, we provide professional Investment Management as part of our suite of Wealth Management and Trust and Estate services. Our financial advisors bring years of experience and professional training to creating investment strategies for our clients. We use a disciplined, objective process that combines active investment management with tax efficiency, while minimizing risk.*

Tompkins Financial offers our wealth management investment process through AM&M Financial Services, our Independent Registered Investment Advisor affiliate, and Tompkins Investment Services, the Trust division of Tompkins Trust Company. Both are proud to adhere to a fiduciary standard in managing investments for clients. Today, clients have entrusted us with more than $2 billion in investments to our care and management.

Brokerage Services - for clients who are at the stage of building wealth for retirement, to fund college education, to buy a home, or other goal, a registered financial consultant from our Tompkins INVEST team can help with advice and guidance, retirement accounts, 529 plans, mutual funds, and annuities from well-known investment companies and insurance providers,

Tompkins INVEST is part of Tompkins Investment Services, a division of Tompkins Trust Company. Brokerage services are provided through our relationship with INVEST Financial Corporation.

Retirement Services for Business Owners and Employees - we offer access to a variety of retirement plans to meet the needs of business owners and their employees through our Tompkins Financial affiliates and INVEST, including IRAs, and SEP, SIMPLE, profit sharing, pension, 401 (k), and 403 (b) plans.

To learn more, meet Our Local Team  or Request Information  

*Consult your tax advisor

Registered representatives of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with other entities named. Products and services offered through INVEST *Are not FDIC/NCUA insured *are not guaranteed by any Bank/Credit Union* may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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