Great Path Planning - Goshen (NY)

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

Cristina Crawford The website says open 24 hours. But common sense tells you it is pertaining to the ATM. Never had an issue with this bank location.

M Akab Sakib

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

P. Garrison Weve been customers of Tompkins Trust since 1994. Consistently good service and nice to know our money is being used for the local community, rather than being a part of some larger national chain.

Douglas Hillman Dont forget they charge 10% to count your loose coins and convert them into cash. Your bank will probably do it for you at no cost