Cumby Spencer Associates Financial Group

Cumby Spencer Associates Financial Group is a financial practice based in Newtown Square, Pennsylvania. They are a small company with 11 employees and generate approximately $2.5 million in annual revenue. The company is led by Bruce Cumby, who is licensed to sell insurance through New York Life Insurance Company and may also be licensed with various other independent unaffiliated insurance companies. Cumby Spencer Associates provides investment advisory services through Eagle Strategies LLC. They specialize in helping clients define their financial objectives and craft plans to achieve them. The team works with clients to translate their goals into actionable documents and provide ongoing monitoring and recommendations. Their commitment to personalized service aims to exceed client expectations and guide them toward a more prosperous and harmonious life. Bruce Cumby is a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, and offers securities products and services through this affiliated licensed insurance agency. He and the team at Cumby Spencer Associates emphasize performance, integrity, and trust in their client relationships. Cumby Spencer Associates can be reached at their Newtown Square office at 3732 West Chester Pike, PO Box 451, Newtown Square, PA 19073. The phone number for the company is 484-427-7066.