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

Family and Individual Services

*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.