For over a decade Your Family Bank has been a name clients can trust. Our unique approach to financial education has always centered around families. We believe that financially strong homes today, lay the foundation for bright futures for tomorrow’s generation.
Unlike most financial advisors, who primarily focus on advising their clients on specific financial products they sell – 401k, IRA, Mutual Funds, & Stocks, YFB teaches a proven personal financial literacy program that is based on 7 steps that allow people to get immediate control of their spending, debt, savings, and taxation. We have a comprehensive financial management system that helps individuals and families effectively manage every aspect of their financial lives.
The Spivak Financial Group
Since 1987, The Spivak Financial Group has been helping individuals and business owners to get financially organized and to make better decisions with their money.
With 50+ years of combined financial planning experience, our certifications and licenses allow us to offer a broad array of non-proprietary financial solutions. We are truly independent and offer to our clients unbiased advice and counsel.
We only work with the most highly respected investment and insurance companies to help achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect long-term financial success.
Always operating under a fiduciary standard, we ensure that we are addressing 3 things that can/will happen… living too long, dying too soon or becoming disabled.
We want to make sure that you have the peace of mind that comes with ensuring that you have a comprehensive financial plan including (updated) Estate planning documents in place. Thank you for allowing us to be of service.
Meet Stuart J. Spivak
I grew up in the financial services business. My father and his identical twin brother were both partners in the family financial services firm they founded in 1965.
My dad died in 1985 at the very young age of 46 (and his brother died 5 years prior at age 41) while I was a sophomore at Penn State University. I spent the summer months of my junior and senior year servicing the clientele that was built over the previous 25 years. When I graduated in 1987, I went right to work in the business forming The Spivak Financial Group.
I am passionate about helping people to make better decisions with their money, and I know that helping people to eliminate all of their debt will help to secure a less stressful, more fruitful retirement.
My greatest joy is my family. I have been blessed with an amazing wife, Shelly, and we have 3 beautiful daughters who are keeping us young and on the run.
Thank you for allowing me and my team the opportunity to be of service.
Learn more about how Your Family Bank powered by Spivak Financial Group can help you
How Your Family Bank Can Help
Eliminate Debt
Keep more of Your Money
Give your family financial security
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