Investment Services

At SPE we have a wide range of investment services for all your financial goals. 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.

Investment Products

  • 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:

Jason Engel
Financial Advisor Representative
The Comprehensive Financial Group at SPE

Locations:

  • 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. 4231

Email: jason.engel@cfg.jssb.com

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 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.