a history of excellence in the credit union industry

Newcleus Credit Union Advisors are the premier benefit plan and financing strategy provider in the community-based financial industry. Our size and tenure allow us to provide our clients and advisors with the best products, services, administration, and regulatory compliance support available.

Our proprietary MINTS platform currently services over 750 financial institutions throughout the U.S.

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the credit union advisors mission

At Newcleus Credit Union Advisors, our dynamic model and personal approach set us apart from the competition. The true Newcleus difference can be found in the way we build—and sustain—client relationships by providing uncommon support throughout the life of your plan.

Whether you are a Board Member, CEO, CFO, or HR Representative, our team of top-level credit union advisors understand your needs and are diligent in supporting your organization’s goals through cutting-edge strategy development, product selection, and long-term plan service.

We feature an industry-leading proprietary client portal, MINTS, that provides our clients access to comprehensive information and the customized reporting and analysis needed to properly administer CUOLI and Non-qualified benefit plan programs.

When it comes to commitment and service, no other credit union advising firm comes close.

trust our experience & vision

With a strong foothold in the industry, our vision is to develop, implement, and manage plans designed specifically for your credit union organization that promote innovative income generation opportunities and support top-level executive retention.

Because of our depth of expertise and breadth of services, Newcleus Credit Union Advisors confidently brings best-in-class strategies, powerful products, and top-line support. Partner with us to see the difference.

Meet Our Team
trust our experience & vision

let newcleus credit union advisors power your career

Considering a career in the financial industry? Think about Newcleus for long-term career success. Check out our current opportunities.

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Terry O'Prey

Get to Know Terry O’Prey, Managing Director of Non-Qualified Services

Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to […]
Newcleus GPTW Certification Nation celebration

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces   May 17, 2021- Newtown, PA – Newcleus, the […]
Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman 

Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman 

For Immediate Release – Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman NEWTOWN, Pa., […]