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Spectrum Financial Group, Inc.

Plan Your Ideal Retirement

Spectrum Financial Group, Inc, is Here for You

Founded in 1997, Spectrum Financial Group, Inc. is passionate about helping clients achieve the retirement they’ve always envisioned. Our income- generating investment strategies are designed to help preserve your savings—so you can use it as a renewable source of income in retirement.

Here at Spectrum Financial Group, our advisors hold themselves to the highest standard in their role as fiduciaries for our clients. That means they will always look out for your best interests.

Spectrum Financial Group, Inc. BBB Business Review

Our Services

For nearly 25 years, Spectrum Financial Group has helped clients better preserve their savings and maximize their retirement income through comprehensive financial planning services that include:
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Contact Us

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Spectrum Financial Group, Inc. offers investment related and insurance services, (610) 935-7645. Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser located in Berwyn, PA, and registered with the Securities and Exchange Commission (SEC), (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated. Neither Ellis Investment Partners LLC nor Spectrum Financial Group Inc. provides tax or legal advice. Individuals should consult with a tax or legal adviser for their specific situation. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ellis Investment Partners LLC’s current written disclosure brochure filed with the SEC which discusses among other things, Ellis Investment Partners LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

Berwyn
Villanova
Malvern
Wayne
Radnor
King of Prussia
Ardmore
Gladwyne
Bryn Mawr
Philadelphia