Cumby, Spencer & Associates Financial Group

Cumby, Spencer & Associates Financial Group Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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.

This Memorial Day weekend, we pause to remember and honor the courageous individuals who gave their lives in service to ...
05/22/2026

This Memorial Day weekend, we pause to remember and honor the courageous individuals who gave their lives in service to our nation. Their sacrifice will never be forgotten.
We hope everyone enjoys a happy, safe, and healthy holiday weekend surrounded by those who matter most.
From all of us at Cumby, Spencer & Associates Happy Memorial Day!

Earlier this week, Cumby, Spencer & Associates had the privilege of supporting the Bryn Mawr Hospital Golf Outing and Di...
05/07/2026

Earlier this week, Cumby, Spencer & Associates had the privilege of supporting the Bryn Mawr Hospital Golf Outing and Dinner. The dedication and hard work of the Bryn Mawr Hospital team truly shined through, and the strong community support they receive is well deserved. It was an incredible turnout for a meaningful and memorable event!

I’m honored to be speaking about Charitable Gifting, Strategic Giving, and Legacy Planning — topics I’m deeply passionat...
10/17/2025

I’m honored to be speaking about Charitable Gifting, Strategic Giving, and Legacy Planning — topics I’m deeply passionate about — at this upcoming educational event.

Helping individuals and families align their financial strategies with their values and long-term impact is at the heart of meaningful planning.

These conversations go beyond numbers — they’re about purpose, generosity, and creating lasting impact for the people and causes we care about most.

Kiplinger’s “Four Ways Life Insurance Can Grow and Protect Your Wealth” offers insights for both policy owners and those...
05/02/2025

Kiplinger’s “Four Ways Life Insurance Can Grow and Protect Your Wealth” offers insights for both policy owners and those exploring options on how life insurance can build wealth and secure your legacy. Read more.
https://nyl.co/4lXBdLh

April is Financial Literacy Month – a great time to highlight the importance of retirement education. From understanding...
04/30/2025

April is Financial Literacy Month – a great time to highlight the importance of retirement education. From understanding Social Security to navigating income planning and annuities, retirement literacy is critical to long-term confidence. Yet so many people don’t know where to start.
At New York Life we want to make retirement conversations easier. Give me a call to get started.

Carolyn and I really enjoyed our membership at The Walnut Street Theater. We had the opportunity to see the play Dreamgi...
04/18/2025

Carolyn and I really enjoyed our membership at The Walnut Street Theater. We had the opportunity to see the play Dreamgirls which happened to be the last show this year. It was a great story of 3 girls trying to navigate the music industry in the 60’s and 70’s. Overall the Walnut Street Theater did not disappoint.

Click below to register and enter the Registration CodeRegistration Code: 306052https://bit.ly/3GiIyo4
04/10/2025

Click below to register and enter the Registration Code
Registration Code: 306052
https://bit.ly/3GiIyo4

Our office had a great time watching the Phillies start off their season with a win and a sell out crowd at the home ope...
04/04/2025

Our office had a great time watching the Phillies start off their season with a win and a sell out crowd at the home opener vs the Rockies. Go Phillies.

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
02/21/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 7 PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/417tCA1

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
02/21/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 3PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/419di1Q

Address

3732 West Chester Pike, P. O. Box 451, Newtown Square
Newtown Square, PA
19073

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14844277066

Website

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