Personal Finance

No matter what stage you're at in creating and growing wealth, through our affiliation with Tompkins Financial, we're proud to offer you access to investment services, financial planning, trust & estate, and wealth management services. Our goal is your success and peace of mind. When you choose Tompkins Financial as your personal finance partner, you can expect expertise, experience, sound advice, and extraordinary personal service - delivered with the same values, integrity and convenience as the community bank you know and trust - The Bank of Castile.

INVESTMENT SERVICES 
We offer investment management, brokerage services, and retirement services for business owners and employees. 

PLANNING & ADVICE
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 your financial future.

TRUSTS & ESTATES 
Our professionaexperts can guide you and your family through estate planning issues and offer strategies that can help secure your family's financial future for years to come.

WEALTH MANAGEMENT
Through our affiliation with Tompkins Financial, The Bank of Castile is pleased to offer our clients Wealth Management services provided by Tompkins Financial Advisors

 

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.

 

 Request Information