Cumby, Spencer and Associates Financial Group, located in Newtown Square, PA, is a comprehensive financial services firm offering personalized solutions for businesses and individuals. Led by Bruce J. Cumby, a licensed agent with New York Life Insurance Company, the firm provides services such as investment management, pension optimization, and exit planning.
With a focus on helping clients bring their careers to life, Cumby, Spencer and Associates Financial Group offers a 6-step life plan process and strategic resources to guide individuals and businesses towards their financial goals. As a registered investment adviser representative under Eagle Strategies LLC, the firm is dedicated to serving clients in Pennsylvania, New Jersey, and New York with tailored financial strategies.
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