With all the complications in the world of financial planning - constant changes in income and estate tax* laws, more diverse and complicated investment choices, increased options for retirement funds, longer life expectancy, and the more rapid movement of people from company to company - it's more important than ever to address the financial future.
Mahopac National Bank is proud to offer our clients financial planning and advice through our affiliation with Tompkins Advisors. When you choose Tompkins Financial as your financial planning partner, your advisor will work with you to develop financial strategies that can help you achieve your most important goals.
We offer a continuum of financial planning services, based on the complexity of your financial situation:
For wealth management clients, including individuals with more complex financial situations, business owners, and business executives, Tompkins Financial Advisors provides sophisticated, comprehensive Financial Planning to address investment, tax*, risk management, business succession, estate, charitable giving, and other wealth-related concerns.
For clients who are building their investments for retirement, education, buying a home, or other financial goals, we offer planning, advice and guidance through our financial specialists and educational materials and tools at Achieve Your Goals.
For clients who are interested in strategies to control the transfer of wealth in the most tax-advantaged* way, to ensure for the care and income of loved ones, or to make a difference through philanthropy, Tompkins Financial Advisors has more than a century of experience in providing wealth transfer strategies and Trust and Estate services.
To learn more, meet Our Local Team or Request Information
Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and TFA Management, Inc. Tompkins Trust Company provides bank trust and asset management services. TFA Management Inc. subsidiary Tompkins Wealth Management, Inc., a Registered Investment Advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through TFA Management Services subsidiary Ensemble Financial Services, Member FINRA, SIPC.
Investments are not FDIC insured, not bank guaranteed, and may lose value.
*Consult your tax advisor