Newcleus
Business Services · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
411 S State St Fl 3, Newtown, Pennsylvan...Phone Number
(267) 291-2130Website
www.newcleus.comRevenue
$10.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Newcleus
Newcleus was created on November 1, 2018, when the principals of Bank Financial Services Group and Meyer-Chatfield combined to create a leading sales support, servicing, and administration firm. By combining the talents of the back offices, Newcleus has synergized the consulting and support services provided to sales organizations and financial institutions nationwide.Explore more
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Newcleus Tech Stack
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Newcleus News & Media
Newcleus Strengthens Leadership with Addition of Kamel Boulos as Chief Operating Officer and Kelly Gates as Strategic Marketing Director
YARDLEY, Pa.--(BUSINESS WIRE)--Newcleus, the Yardley-based firm renowned for its commitment to delivering an exceptional and personalized approach to its clients through various stages of investment portfolio management, compensation, benefits, and retirement planning, is excited to announce the expansion of its powerful team of innovative, industry-leading technology and customer experience experts. In a strategic move to bolster its capabilities and elevate customer experiences, Newcleus prouNewcleusGives Focuses on the Kids
NEWTOWN, Pa.--(BUSINESS WIRE)-- #BOLI--“This year we really focused on kids,” said Newcleus CEO Dan Barbaree. “It was something we all agree upon and support. Having the ability to support communities close to us and our clients is extremely important to our mission. It’s especially meaningful when we can help support the children of those communities. Being able to give them opportunities and resources they might not have is a core focus of our organization andNewcleus’ Anthony McCracken Named Top Retirement Plan Advisor
NEWTOWN, Pa.--(BUSINESS WIRE)-- #BOLI--Anthony “Tony” McCracken, Newcleus Managing Director Qualified Plans, was named one of the NAPA “Aces” for 2023. These top 100 retirement plan advisors under 40 are widely seen as the future leaders of the retirement plan advisor industry. “There is no one more deserving of this award than Tony,” said Sean Kelly, AIF®, CPFA®, President, Newcleus Retirement and Wealth Advisors. “His dedication and passion for helping hardworking people attain successful retiNicole McKay named Non-Qualified Managing Director at Newcleus
NEWTOWN, Pa.--(BUSINESS WIRE)-- #BOLI--Nicole McKay, a Midwest business development expert, has joined Newcleus, a company that designs, administers and services creative compensation, benefit, investment and finance strategies. Based in Minneapolis, as Senior Vice President, Non-Qualified Managing Director, she’ll deliver Newcleus’ knowledgeable and impactful customer service and comprehensive compensation solutions. “As Newcleus extends its advisory expertise across the country, Nicole McKay b
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Newcleus was created on November 1, 2018, when the principals of Bank Financial Services Group and Meyer-Chatfield combined to create a leading sales support, servicing, and administration firm. By combining the talents of the back offices, Newcleus has synergized the consulting and support services provided to sales organizations and financial ins... Read More
