Who we are Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients' best interests, a key factor in our 95+% client retention rate. What we do We work toward protecting your family's financial health for generations. No matter where you are, our team can help get you on the path to where you want to go. We specialize in our client relationships and strategies that yield lasting results. How we do it Our holistic approach to financial guidance starts with establishing a personal relationship. Once we understand your values and goals, we'll tailor our recommendations so you can pursue your dreams.
Anchor Capital Management, LLC, is a small client-centric firm working closely with individuals, couples, families, multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.
As a community development banking consultant, I specialize in developing financial services for emerging markets. I speak, write, and consult on issues related to community banking; innovative product design, building partnerships with non-profits, and bringing initiatives to scale.
Ithaca Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) serving individuals, families, and business executives in Ithaca and the Finger Lakes region. We were built on a simple premise: everyone deserves access to institutional-quality investment management — without the account minimums, conflicts of interest, or sales pressure that come with the big firms.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
