Cumby, Spencer and Associates

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice. 

Bruce is committed to providing individuals, families, and business owners with life insurance and financial products and services that meet their needs.  

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals. Our office can assist you with your concerns about: 

• Wealth Preservation/Estate Planning
• Business Succession Strategies
• Exit Strategies 
• Retirement Planning
• Portfolio Management*
• Risk Management
• The Nautilus Group
• GuaranteesMatter

 You are invited to join our email distribution list to receive our newsletter and information about upcoming special events and financial planning tools. Click here. 

Please contact our office for additional information or to schedule a meeting. 

My website may be used as a resource. The Learning Center offers helpful articles, newsletters and E-seminars.  Thank you for your interest.


 

 

Bruce J. Cumby, CLU, ChFC, MSFS is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Pennsylvania, Delaware, New Jersey and New York. No insurance business may be conducted outside these states referenced.

Mr. Cumby is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, 500 Darby Road, Havertown, PA 19083, 610-446-7561, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Pennsylvania, Delaware, New Jersey and New York. No offers may be made or accepted from any resident outside these specific states referenced.

Cumby, Spencer and Associates Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Bruce J. Cumby, CLU, ChFC is licensed to offer mutual funds and vairable products.  Market Watch information is provided for informational purposes an is not cosidered an offering for securities. 

*Bruce J. Cumby, CLU, ChFC, is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Pennsylvania, New Jersey and New York. As such, these services are strictly intended for individuals residing in these states.