Newcleus Credit Union Advisors

Company Overview

Newcleus Credit Union Advisors provides deferred compensation, non-703 investment and compensation advisory services directly or through our affiliated companies.  By using our deep understanding of the credit union market combined with a focus on innovative solutions, we are able to help our clients access capabilities heretofore only available to multi-billion-dollar financial institutions, giving the credit union client access to a level of sophistication not found elsewhere in the marketplace. By brining deep data resources and in-depth knowledge of executive compensation strategy, deferred compensation construction and market dynamics, we help our clients see around the bend to anticipate what the future holds.

Services Provided

Executive Retirement Benefits
Insurance
Investments
Succession Planning

Contact

John Moreno

267.291.2130
411 South State St., 3rd Floor
Newtown,  PA 18940