- Financial and Wealth Management
Cumby, Spencer & Associates is a design and build financial firm that has been successfully offering their services to family-owned businesses and individuals for over 40 years. CSA creates a comprehensive financial strategy that helps business owners discover solutions to what keeps them up at night in running their business and the challenges of the family dynamics in a small Family-Owned Business. CSA offers financial products such as life insurance, investments and 401(k)s, as well as guidance in the areas of business growth and forecasting an individual’s retirement cash flow.
Bruce J. Cumby, CLU(R), ChFC(R), MSFS, RICP(R) is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Bruce J. Cumby, CLU(R), ChFC(R), MSFS, RICP(R) is also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated insurance companies. Cumby, Spencer & Associates is not owned and operated by NYLIFE Securities LLC, Eagle Strategies LLC and its affiliates.