October 25, 2016 4:29 AM ET

Capital Markets

Company Overview of TFA Management, Inc.

Company Overview

TFA Management, Inc. provides financial services to corporate executives, small business owners, high-net-worth individuals, and families. The company offers financial planning, wealth management, tax planning and preparation, and business succession services, as well as risk management solutions. It primarily focuses on the corporate executive population. TFA Management, Inc. was formerly known as AM&M Financial Services Inc. The company was founded in 1988 and is headquartered in Pittsford, New York with additional offices in Rochester, New York; and Bonita Springs, Florida. As of January 6, 2006, TFA Management, Inc. operates as a subsidiary of Tompkins Financial Corporation.

179 Sully's Trail

Suite 200

Pittsford, NY 14534-4599

United States

Founded in 1988





Key Executives for TFA Management, Inc.

Vice President and Director of Operations
President of AM&M Planners Inc
President of Planning Services and Director of Planning Services
Vice President and Director of Marketing
Compensation as of Fiscal Year 2016.

TFA Management, Inc. Key Developments

Tompkins Financial Advisors Names Brian Howard as New President

Tompkins Financial Advisors has appointed Brian Howard as its new president. Howard, who has over three decades of leadership experience in the financial services sector, will be based in Ithaca. He most recently held the role of senior vice president, market manager at Key Bank covering the Central New York region.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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