SEC CRD #801-72281
We're a holistic financial services firm that focuses on providing customized wealth management, financial planning, and trust solutions to meet the goals of ... We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Corporation ("Tompkins" or the "Company ... investment management, trust and estate, financial and tax planning services.
JAMES B. TOMPKINS
MANAGING MEMBER
📞 (303) 804-0339
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AUM
$355M
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