Our Firm

Our Mission

At Cumby, Spencer and Associates, we are the advisory firm that people seek out for insurance and investment information, consultation and products. 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 adviser who values performance, integrity and trust, we're glad you stopped by.

Community Involvement

Community Photo

La Salle Academy

Bruce Cumby is a board of directors member, volunteer, and contributor of La Salle Academy of Philadelphia, Pennsylvania. The academy is an independent Catholic grade school owned by the Board of Trustees and conducted in the traditions of the Brothers of the Christian Schools and the Sisters of Saint Joseph. In the tradition of these communities, La Salle Academy is dedicated to educating children in grades 3 through 8 whose potential is limited by financial, social, academic, or emotional challenges, and whose parents desire, but can not afford, a Catholic education.

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

What We Do

Create a financial planning process to protect and grow your money.