Enjoy Today. Protect Tomorrow.
You’ve worked hard for what you have, and it’s important to make the right moves to grow, manage, and protect it now and in the future. The problem is, the financial landscape has never been more complicated than it is today. That’s why you need a strategic partner in your corner to help you make wise decisions.
For more than 40 years, we’ve helped business owners, executives, and individuals with pensions protect and maximize their success. Through comprehensive financial planning, we help you align your wealth with your values and goals so you can accomplish more while living life with greater peace of mind.
There is no better time to bring clarity to where you are today, where you want to be in the future, and what the best path is to get there, so schedule a complimentary consultation today. Some of the services we offer are listed below:
Personal Financial Security
Business Solutions
Investment Management
Retirement Planning
Charitable Planning
Exit Strategies
Big-Picture Strategies for Your Life's Goals
At Cumby, Spencer & Associates, we leverage a big-picture planning approach to help you achieve your short-and long-term goals. We assess every aspect of your financial world and implement custom solutions that help you protect the life you’ve built and create a secure, meaningful future. We’ve been serving business ownersfor more than four decades, and we offer valuable expertise regarding your unique financial opportunities andchallenges. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.
Get in Touch
484-427-7066
bruce@cumbyspencer.com
3732 West Chester Pike
P.O. Box #451
Newtown Square, PA 19073
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. You can learn more about SHOOK Research’s methodology here. SHOOK is a registered trademark of SHOOK Research, LLC.