Tompkins Financial Advisors
Financial Services • 
Ithaca, New York, United States • 51-100 Employees
Company overview
| Headquarters | 118 E Seneca St, Ithaca, New York 14850, US |
| Phone number | +16072730037 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Risk Management, Wealth Management, Fiduciary Services, Financial Planning, Trusts And Estates, Investment Management Strategies |
| Founded | 1836 |
| Employees | 51-100 |
| Socials |
Key Contacts at Tompkins Financial Advisors
Brendan C. Fuller
Svp, Director Of Financial Planning
William Winters
Managing Director
Michael Proctor
Managing Director
James Sperry
Managing Director
Shannon Manville
Owner
Tompkins Financial Advisors Email Formats
Tompkins Financial Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@tompkinsfinancial.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tompkinsfinancial.com | 62.5% |
{first name}{last name} | johndoe@tompkinsfinancial.com | 25% |
{first initial} | j@tompkinsfinancial.com | 6.2% |
{first name}.{last name} | john.doe@tompkinsfinancial.com | 3.1% |
{last name}{last name} | doedoe@tompkinsfinancial.com | 3.1% |
About Tompkins Financial Advisors
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. Our focus is on understanding our client's complete financial picture so we can provide the wealth management strategies that make a meaningful difference in our client's lives. We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Advisors is part of Tompkins Financial Corp, a financial services holding company, publicly traded on the NYSE under the symbol TMP. The company is committed to creating long-term value for our clients, our communities and our shareholders. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Tompkins Trust Company and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Tompkins Financial Advisors revenue & valuation
| Annual revenue | $5,133,300 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Tompkins Financial Advisors has 33 employees across 7 departments.
Departments
Number of employees
Funding Data
Tompkins Financial Advisors has never raised funding before.
Tompkins Financial Advisors Tech Stack
Discover the technologies and tools that power Tompkins Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CMS
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Analytics
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Analytics
UI frameworks
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CDN
Programming languages
Spain
France
United Arab EmiratesFrequently asked questions
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