Business Retirement

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Retirement Plans for your Business

Tax laws offer businesses many selections for their retirement plans. We will meet with you to discover your needs and plans to see what best suits you. If you currently have a business retirement plan, why not sit down with us and receive a complimentary review to see if it is the best plan for your needs. Recent changes in the law may mean that there are more options available to you. To find the best professional advice available, you don’t have to go far from home. At Tioga State Investment Services, we currently offer the following business retirement options:

  • 401(k) Plan
  • 403(b) Plan
  • SEP IRA
  • Simple IRA
  • Solo 401(k)
  • Deferred Compensation Plan

  Contact us to begin working with one of our LPL financial advisors.


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.