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Kathryn L. Shirer, CFP®

Tompkins Financial Advisors

179 Sully's Trail
Ste 200
Pittsford, NY 14534-4500
Phone: (585) 419-8305
Fax: (585) 248-0238

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Household Income Minimum: $100,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

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