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.
- 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
The Comprehensive Financial Group at SPE
650 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. 4217
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.