Decisions regarding how to structure your wealth are among the most critical you will make.  When you choose Tompkins Financial as your Financial Planning partner, we work with you and your other advisors to help create a multi-faceted plan to build and preserve your wealth.

Through our affiliation with Tompkins Financial, Mahopac National Bank is pleased to offer our clients access to best-in-class wealth management services provided by Tompkins Financial affiliates AM&M Financial Services and Tompkins Investment Services. AM&M is one of the nation's leading wealth management firms and an Independent Registered Investment Advisor.  Tompkins Investment Services is the Trust division of Tompkins Trust Company, providing trusts, estate and investment services for more than a century, Both AM&M Financial and Tompkins Investment Services are proud to adhere to a fiduciary standard in providing advice and investment services. Today, clients entrust more than $2 billion in investment assets to our care and management.

Our Process

Planning is most effective when all elements work in concert. Our wealth planning process integrates current and long-term considerations including your:

Once your plan is finalized, we will assist with its execution. And, we will systematically monitor and review your plan over time,

Our Suite of Financial Planning Services

Our Certified Financial Planners offer fee-based guidance and advice with no attachment to product sales. Each provides you with an average of over 2 decades of experience and knowledge. 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