At SPE, our goal is simple—to help you achieve yours. That's why we offer a wide range of investment services, to help take you from dreams toward reality. Whether you're seeking full-service financial advice or just a second opinion, we offer guidance that's specific to your unique circumstances. We can also help relieve you from the ongoing administrative burden that investment plans can create.
- Variable Annuities and Variable Universal Life
- Mutual Funds
- Tax-Efficient Bond Funds
- Money Market Mutual Funds Accounts
Family and Individual Services
- Retirement Plans*
- College Funding Plans
- 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 a financial representative:
Financial Advisor Representative
The Comprehensive Financial Group at SPE
650 North Science Park Road, State College, PA 16803
2601-A East College Ave., State College, PA 16801
1211 Washington Street, Huntingdon, PA 16652
CFG in Williamsport
(800) 326-9642, Ext. 4231
Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc., Member SIPC. 705 Washington Blvd., Williamsport, PA 17701 Phone: (800) 326-9642. Ext. 4231. The Comprehensive Financial Group and SPE are not subsidiaries of nor controlled by Voya Financial Advisors, 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.