The PNC Financial Services Group

Who we are Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients’ best interests, a key factor in our 95+% client retention rate.

Tompkins Bank in Pittsford, NY, offers a range of services through its subsidiary, Tompkins Financial Advisors. Specializing in wealth management, the firm provides clients with comprehensive strategies to meet their financial goals, ensuring a secure financial future. With a focus on trust and estate planning, Tompkins Financial Advisors has been delivering expert guidance for over a century. Their experienced wealth advisors offer personalized financial strategies to help clients safeguard and grow their assets for future generations. Clients of Tompkins Financial Advisors also have access to exclusive programs like Tompkins Premier Banking, tailored to meet their unique financial needs. Through a team-based approach, clients benefit from a variety of opinions and comprehensive financial planning to set them on the path to financial success. Generated from the website content

Established in 1887, Canandaigua National Bank & Trust is a full-service locally owned finance management and investment services bank. It serves individuals, businesses, municipalities and nonprofit organizations. The bank offers personal business and municipal banking options, as well as checking and savings accounts. Canandaigua National Bank & Trust provides financial planning, payroll processing, wealth strategies, retirement solutions, investment management, and financing and lending services. The bank offers custodial services, fund management, and trust and estate planning in addition to construction, home equity and mortgage loans and refinancing services. It maintains multiple offices in Pittsford, N.Y.