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Anthony L. Gugino, CFP®

Tompkins Financial Advisors

179 Sully's Trl
Ste 200
Pittsford, NY 14534
Phone: (585) 419-8304
Fax: (585) 248-0238

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Household Income Minimum: $175,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.