Tioga State Investment Services
Personalized Financial Review
Get professional advice from a dedicated Tioga State Investment Services Representative who will personalize a plan just for you. There is never any fee for an initial consultation, so contact us today. We look forward to helping you work toward reaching your financial goals.
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 objective advice, meaningful and timely information and easy access to investments and services that best fit your specific circumstances. We will meet with you at our office in Owego or at any location that is convenient for you.
We offer access to 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
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
To view the fee schedules, visit the LPL Financial website.
Schedule Your Free Initial Consultation
|Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Tioga State Bank and Tioga State Investment Services
|Not Insured by FDIC or Any Other Government Entity||Not Bank Guaranteed|
|Not Bank Deposits or Obligations||May Lose Value|
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.