What departments does Cumby, Spencer & Associates Financial Group have?

Cumby, Spencer & Associates Financial Group has employees across 5 departments including Business, Administrative, Finance, Solutions Engineering, Analytics.

What is the largest department at Cumby, Spencer & Associates Financial Group?

The largest department at Cumby, Spencer & Associates Financial Group is Business with 1 employees.

Where are Cumby, Spencer & Associates Financial Group employees located globally?

Cumby, Spencer & Associates Financial Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Cumby, Spencer & Associates Financial Group's team size changed over time?

Cumby, Spencer & Associates Financial Group's team has remained stable from approximately 5 to 5 employees based on available data.

Cumby, Spencer & Associates Financial Group Employee Directory

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.

Cumby, Spencer & Associates Financial Group Global Highlights

North America
9

United States Of America
9

Oceania
2

Australia
2

Cumby, Spencer & Associates Financial Group's Leadership

B. C.
President Owner
Mobile Phone
Email
C. B.
President
Mobile Phone
Email
T. S.
Controller
Mobile Phone
Email
M. K. H.
Business Office Manager
Mobile Phone
Email
M. K. H.
Office Manager
Mobile Phone
Email
M. H.
Financial Advisor
Mobile Phone
Email
A. S.
Administrator Solutions
Mobile Phone
Email
J. A.
Financial Analyst Intern
Mobile Phone
Email

Cumby, Spencer & Associates Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Finance
Administrative
Other

Contact profiles from Cumby, Spencer & Associates Financial Group

Name

Title

Contact Info

Location

Last Update

B. C.
President Owner
Mobile Phone
Email
United StatesPennsylvania
Oct 10, 2024
C. B.
President
Mobile Phone
Email
UNITED STATES
Mar 04, 2025
T. S.
Controller
Mobile Phone
Email
United StatesTexas
Mar 24, 2026
M. K. H.
Business Office Manager
Mobile Phone
Email
Oct 21, 2025
M. K. H.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
M. H.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
May 05, 2026
A. S.
Administrator Solutions
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. A.
Financial Analyst Intern
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2024
K. L.
Agent Staff
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Cumby, Spencer & Associates Financial Group known for?

Cumby, Spencer & Associates Financial Group was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 3732 West Chester Pike Newtown Square, Pennsylvania 19073 United States; you can contact the main corporate office by phone at

+1-484-427-****

. Explore Cumby, Spencer & Associates Financial Group's company overview page for more information.

What is Cumby, Spencer & Associates Financial Group's most common email format?

Cumby, Spencer & Associates Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cumby, Spencer & Associates Financial Group email formats with LeadIQ.

How many employees does Cumby, Spencer & Associates Financial Group have currently?

Cumby, Spencer & Associates Financial Group has approximately 5 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Cumby, Spencer & Associates Financial Group's key employees and leadership?

As of April 2026, Cumby, Spencer & Associates Financial Group's key employees include:

President Owner: B. C.
President: C. B.
Controller: T. S.
Business Office Manager: M. K. H.
Office Manager: M. K. H.

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Cumby, Spencer & Associates Financial Group Employee Directory

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