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.
The Bank of Castile is proud to offer our clients best-in-class financial planning and advice through our Tompkins Financial affiliate companies - AM&M Financial Services and Tompkins Investment Services. AM&M Financial Services is one of the leading financial planning and wealth management firms in the nation. Tompkins Investment Services has been providing access to trust, estate, and investment management services and advice for more than a century. 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, our team of experienced Certified Financial Planners 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 Investment Services 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
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any Federal government agency, and are subject to investment risks, including possible loss of principal.
*Consult your tax advisor