Meet Our Personal Finance Team

Loading...
Cristin Tsakanikas

Cristin Tsakanikas 
Tompkins Financial Advisors
Trust Associate
914-946-1277
ctsakanikas@tompkinsfinancialadvisors.com
www.tompkinsfinancialadvisors.com

Neil Ruocco

Neil Ruocco
VP and Wealth Advisor
 
Tompkins Financial Advisors
Series 7, 63, 65 Securities Registrations, NYS Life and Health Insurance License
914-946-1277
nruocco@tompkinsfinancialadvisors.com
www.tompkinsfinancialadvisors.com 

William Winters William D. Winters
VP and Trust Officer
Tompkins Financial Advisors
Series 7, 63 Securities Registrations, NYS Life and Health Insurance License
914-946-1277

bwinters@tompkinsfinancialadvisors.com
www.tompkinsfinancialadvisors.com 
Chris Anderson

Chris Anderson 
Tompkins Invest
Financial Services Specialist

Series 7, 63 Securities Registrations;
NYS Life and Health Insurance License
Branch Locations: Mahopac, Red Mills, Putnam Valley, Mount Kisco, Pleasantville, Ossining, Sleepy Hollow, Yonkers, Palisades, Kendal
Chris Anderson is a registered representative of INVEST Financial Corporation.
845-278-1000
canderson@tompkinstrust.com

Susan Hallinan

Susan Hallinan
Tompkins Invest
Financial Services Specialist

Series 7, 63 Securities Registrations, NYS Life
and Health Insurance License, Notary Public
Branch Locations: Brewster, Southeast, Hopewell Junction, Wappingers Falls, LaGrange
Susan Hallinan is a registered representative of INVEST Financial Corporation.
845-278-1000
shallinan@tompkinstrust.com

Cristin Tsakanikas, Neil Ruocco and William Winters are not associated with INVEST

 

Registered representatives of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with other entities named. Products and services offered through INVEST *Are not FDIC/NCUA insured *are not guaranteed by any Bank/Credit Union* may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy