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Tompkins Financial Advisors

EST. AUM
$2,000,000,000

CONTACTS
39

CLIENT ACCOUNTS

Firm Details

Metro area Rochester
CRD Number
Website tompkinsfinancialadvisors.com
Client types

Overview

Tompkins Financial Advisors is an independent, fee-based wealth management firm with locations across New York and southeastern Pennsylvania. The firm prioritizes a comprehensive understanding of each client's financial situation to deliver impactful wealth management strategies. Specializing in investment management, financial planning, wealth transfer, and wealth preservation for both individuals and businesses, Tompkins Financial Advisors aims to create long-term value for clients, communities, and shareholders. It operates as part of Tompkins Financial Corp, a publicly traded financial services holding company. Securities and advisory services are provided through LPL Financial, a registered investment advisor and member of SIPC.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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