Tompkins Financial Advisors

Tompkins Financial Advisors is a Financial Planner in Ithaca, NY, located at 118 E Seneca St. The firm provides customized investment solutions, wealth management strategies, and financial planning designed to meet the specific goals of its clients. Their service offerings include trust, estate, and custody services, as well as financial planning that addresses both current needs and long-term objectives. The business holds a 5.00 rating based on customer reviews.

The firm operates with a team-based approach, ensuring clients receive comprehensive guidance rather than a single opinion. Their leadership team includes professionals with various credentials such as CFP®, CPWA®, and CTFA®, and roles ranging from President to Managing Directors. This structure supports their mission to help families create, protect, and transfer financial wealth for generations. The firm provides resources like calculators and market updates to help clients navigate financial uncertainty. They focus on delivering customized solutions for every stage of life, aiming to provide peace of mind and security.

Tompkins Financial Advisors has been serving families since 1891, with over a century of experience in trust, estate, and custody services. This long history is a core part of their identity as a holistic financial services firm. The firm emphasizes a fiduciary approach, stating that they act in the best interest of clients and do not offer proprietary financial products, allowing for independent and objective advice. They also offer Premier Banking, an exclusive program for their clients.

The firm is known for its positive rating from customers who have reviewed it. This recognition reflects the satisfaction of clients who have utilized their wealth management and trust services. The combination of their long-standing history and client-focused fiduciary duty establishes their reputation in the community.

Tompkins Financial Advisors combines its century-long history with personalized fiduciary advice to serve the financial planning needs of Ithaca residents.

Tompkins Financial Advisors is situated on East Seneca Street, just a few steps from The Dewitt Mall and within a quarter mile of Downtown Ithaca. The location is also near DeWitt Park and the Dewitt Park Farmers Market, placing it in a central area of the city.

BizScoreAI gives Tompkins Financial Advisors a Technical score of 93 out of 100, which means the website is secure and easy for search engines to read. The business also receives a Discoverability score of 75 out of 100, ensuring AI crawlers can access every page to help recommend the firm.