Investment Services
At SPE, our goal is simple—to help you achieve yours. That's why we offer a wide range of investment services, to take you from dreams to reality. Whether you're seeking full-service financial advice or just a second opinion, we offer expert guidance that's specific to your unique circumstances. We can also help relieve you from the ongoing administrative burden that investment plans can create.
Investment Products
- Variable Annuities
- Indexed Annuities
- Fixed Annuities
- Mutual Funds
- Tax-Free Bond Funds
- Money Market Accounts
Family and Individual Services
- Retirement Plans*
- College Plans
- Estate Plans
- Life Insurance Analysis
- Disability Income Analysis
- Coordination of Insurance & Will(s)
- Analysis of Employment Benefits
- Cash-Flow Analysis
- Investment Risk Analysis
*For those contemplating retirement or about to retire we offer an investment and income options analysis.
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.
