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 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.

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 a financial representative:

Jason Engel

Financial Advisor Representative

The Comprehensive Financial Group at SPE


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


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.