Cumby, Spencer & Associates Financial Group Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
At Cumby, Spencer and Associates, through Eagle Strategies LLC, we are a financial practice that specializes in investment advisory services through Eagle Strategies LLC. We treat our clients like family, always aiming to provide top-notch customer service that far surpasses their expectations. Our goal is to make a difference in our clients' lives by helping them crystallize their personal, business and financial objectives so that they can live more prosperous, harmonious lives. Once that is complete, we help them translate their wishes into documents so that there is no question as to their goals and direction, and then we work with them to help monitor their progress and make recommendations for adjustments when necessary. If you're looking for a long term financial and insurance advisor who values performance, integrity and trust, we're glad you stopped by. Bruce Cumby is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Bruce Cumby is also Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Cumby, Spencer & Associates 3732 West Chester Pike PO Box 451 Newtown Square, PA 19073 484-427-7066 Bruce Cumby is not licensed in all jurisdictions. Cumby, Spencer & Associates because the full disclosure is: Neither Cumby, Spencer & Associates nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Bruce Cumby is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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