Meyer Chatfield

Newcleus in Newtown, PA is a specialized team of bank advisors offering robust financing strategies for balance sheet asset building. Their innovative approach leverages tax-favored assets with higher returns to fund benefit opportunities and provide unparalleled service.

With a focus on plan strategy and development, Newcleus helps clients exceed objectives through comprehensive evaluation, balance sheet impact review, and ongoing compliance and due diligence. Their expertise in bank-owned life insurance and supplemental employee retention plans ensures organizations can effectively plan for the future and incentivize key talent.

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