Business Retirement


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
  • 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 (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 are not 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.