Cumby Spencer & Associates
Cumby Spencer & Associates Financial Group, based in Newtown Square, PA, offers comprehensive wealth management services tailored to business owners, executives, and individuals with pensions. With over 40 years of experience, the firm focuses on aligning clients' wealth with their values and goals through personalized financial planning and strategic partnerships.
Their offerings include personal financial security, investment management, retirement planning, and charitable planning, all underscored by a commitment to lifelong partnerships. By providing practical education and custom solutions, Cumby Spencer & Associates empowers clients to make informed financial decisions for a secure and meaningful future.
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