About Tioga State Investment Services

Unbiased Financial Consulting

18 Lake Street building

Tioga State Investment Services offers clients access to a wide array of financial planning options, insurance plans and brokerage services through LPL Financial.

We will provide you with solid, unbiased advice, meaningful and timely information and easy access to investments and services that best fit your specific circumstances.

Tioga State Investment Services has offices in Ithaca, NY and Owego, NY and services Tioga, Broome, Tompkins, and Chemung Counties. We are available to meet with you at one of our offices or at a location that is convenient for you.

We offer suitable options from a wide range of providers of:
  • Mutual Funds
  • Fee-Based Asset Management Accounts
  • Annuities and other tax-sensitive investments
  • Advanced estate, college, business, tax and retirement planning
  • Bonds, Stocks & other Individual Securities
  • Direct Investments
  • Life Insurance & Long-Term Care Insurance

There is never any fee for an initial consultation, so call today. We look forward to helping you work toward reaching your financial goals.  

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

To view the fee schedules, visit the LPL Financial website.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, UT, VA.

Tioga State Bank and Tioga State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.