Business Investment Services

Reach your business goals with the help of SPE business investment services customized to address the individual needs of your business.  Managing every aspect of a business can be complicated, but with the help of SPE it doesn’t have to be. 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:
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  • 650 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 Voya Financial Advisors, 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 Voya Financial Advisors, Inc.

Investments are: Not insured by any federal agency. Not NCUA Insured. Not obligations of the credit union. Not guaranteed by the credit union, government agency, or any affiliated entity. Not a credit union deposit product. May lose value. Involves investment risks, including the possible loss of principal.