Retirement Plan Advisors in Tioga County, NY
The top-ranked retirement plan advisors serving Tioga County, NY are Lesko Securities, Inc., New Horizon Financial Strategies, LLC and S.e.e.d. Planning Group, LLC. We list 5 retirement plan advisors serving Tioga County, NY. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Tioga County, NY. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Tioga County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Lesko Securities, Inc. | SEC-registered investment adviser (CRD)#10091 | NY | (607) 724-2421 |
| 2 | New Horizon Financial Strategies, LLC | SEC-registered investment adviser (CRD)#125729 | Varna, NY (20 mi) | (607) 275-1275 |
| 3 | S.e.e.d. Planning Group, LLC | SEC-registered investment adviser (CRD)#188521 | Binghamton, NY (21 mi) | (607) 217-5091 |
| 4 | Fingerlakes Wealth Management, Inc. | SEC-registered investment adviser (CRD)#149709 | Ithaca, NY (21 mi) | (607) 257-1008 |
| 5 | Cornell Pochily Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#145355 | Lansing, NY (24 mi) | (607) 391-7080 |
- LESKO SECURITIES, INC.Serves this area from NY
#2New Horizon Financial Strategies, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLCServes this area from Varna, NY (20 mi)#3S.e.e.d. Planning Group, LLC
S.E.E.D. PLANNING GROUP, LLCServes this area from Binghamton, NY (21 mi)#4Fingerlakes Wealth Management, Inc.
FINGERLAKES WEALTH MANAGEMENT, INC.Serves this area from Ithaca, NY (21 mi)#5Cornell Pochily Investment Advisors, Inc.
CORNELL POCHILY INVESTMENT ADVISORS, INC.Serves this area from Lansing, NY (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Tioga County?
We list 5 retirement plan advisors serving Tioga County, NY: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Tioga County?
The top-ranked retirement plan advisors serving Tioga County, NY are Lesko Securities, Inc., New Horizon Financial Strategies, LLC, S.e.e.d. Planning Group, LLC, Fingerlakes Wealth Management, Inc. and Cornell Pochily Investment Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tioga County are verified against official records?
5 of the top 5 match an active official record: Lesko Securities, Inc. (U.S. Securities and Exchange Commission), New Horizon Financial Strategies, LLC (U.S. Securities and Exchange Commission), S.e.e.d. Planning Group, LLC (U.S. Securities and Exchange Commission), Fingerlakes Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Cornell Pochily Investment Advisors, Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Waverly, Owego, Apalachin, Tioga Terrace, Crest View Heights, Newark Valley, Candor, Spencer, Nichols