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.

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Financial Consulting

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 registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tioga State Investment Services, and may also be employees of Tioga State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tioga State Bank or Tioga State Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.