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, busin
ess 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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer 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 is not owned or operated by New York Life Insurance Company or its affiliates. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
