Business Investment Services
Reach your business goals, whatever they may be, with the help of SPE business investment services. Managing every aspect of a business can be complicated, but with the help of SPE it doesn't have to be. We offer sound advice that's customized to your unique situation. We also handle ongoing plan management in line with your objectives—helping you relieve some administrative burden from your already full schedule.
Business Services
- Partnership Buy-Sell Funding
- Corporate Buy-Sell Funding
- Executive Bonus Programs
- Key Person Plans
- SIMPLE Retirement Plans
- 401 (K) Plans
- Business & Estate Review
To schedule an appointment, please contact our registered representative:
James (Jimmy) L. Moore, Jr., CLU
Registered Representative
The Comprehensive Financial Group at SPE
Locations
650 North Science Park Road, State College, PA 16803
(814) 237-5458
2601-A East College Ave., State College, PA 16801
(814) 238-9619
1211 Washington Street, Huntingdon, PA 16652
(814) 643-7910
CFG in Williamsport
(800) 326-9642, Ext. 4217
Email: james.moore@cfg.jssb.com
Registered Representative of and Securities offered through ING Financial Partners, Inc., Member SIPC. 705 Washington Blvd., Williamsport, PA 17701 Phone: (570) 322-4627, Ext. 4217 or (800) 326-9642. Ext. 4217. The Comprehensive Financial Group and SPE are not subsidiaries of nor controlled by ING Financial Partners, Inc.
Investments are: Not insured by any federal agency. Not obligations of the credit union. Not guaranteed by the credit union or any affiliated entity. Not a deposit product. Involves investment risks, including the possible loss of principal.

