- Roth IRATioga State Bank offers Traditional and SEP IRAs. With Traditional and SEP IRAs, earnings grow tax deferred until withdrawn. Tioga State Bank also offers ROTH IRAs, which feature tax-free qualified disbursements.
- Mutual FundsResponsible for selling and administering a broad range of investment and insurance services, i.e., investment products, life insurance, annuities, mutual funds, etc. Achieves customer service and sales goals as established in the bank’s annual operating plan. Complies with operating policies and procedures established for the investment services function.
- Accounting Services
- Financial PlanningAccess to age-related newsletters, tips and alerts. Topics include resources and offerings of electronic products, safety on mobile devices, social media safety and financial planning for college-bound students.
- Retirement Planning
- AnnuitiesMaintains a thorough knowledge of the features and benefits of investment products and services, i.e., investment products, annuities, mutual funds, life insurance, etc., in order to ascertain customer needs and to sell in conjunction with these needs.