a history of excellence in the credit union industry
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.
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.
knowledge center
Leading with Diversity, Inclusion, and Equity in your Credit Union
The topic of diversity, equity, and inclusion is continuing to gain momentum in all industries. As we look towards the […]
What Every Credit Union Board Member Needs to Know
At Newcleus CU Advisors, we have come into contact with plenty of credit union board members, CEOs, and CFOs. In […]
Get to Know Mike Downey- Senior Managing Director at Newcleus CU Advisors
Mike Downey, one of our Senior Managing Directors at Newcleus CU Advisors is remarkable at what he does for our […]