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.
With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.
Our wealth management advisors in TIAA's Ithaca, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-3517.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
