Cumby, Spencer & Associates Financial Group Email Format

Financial ServicesPennsylvania, United States2-10 Employees

Cumby, Spencer & Associates Financial Group is a small financial services practice based in Newtown Square, Pennsylvania. It operates through Eagle Strategies LLC to provide investment advisory services and maintains relationships with New York Life entities to support insurance-related needs. The firm focuses on helping clients articulate personal, business, and financial objectives, translate those goals into formal documents, and monitor progress, adjusting guidance as needed. The firm’s structure aligns with a networked model of financial and insurance offerings under the New York Life Companies, with Bruce Cumby licensed to sell insurance and registered to provide securities products through NYLIFE Securities LLC. With a small team, the practice emphasizes long-term client relationships and personalized service.

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