Credit Union Advisory Group at UBS

Credit Union Advisory Group at UBS logo

Since 1987, our team at the Credit Union Advisory Group has worked with credit unions of all sizes. We’ve helped over 500 of the top credit unions find effective solutions during these challenging times. And we’ve worked closely with smaller credit unions to help them grow. As their needs change, we’ve adapted our investment strategies to grow with them—because that’s our mission. When you are looking to get the most out of your investment portfolio, wouldn't it make sense to consider working with someone who has been nationally recognized as an industry leader, who has successfully guided credit unions to realize their goals? Our level of expertise is second to none. While we’ve earned our fair share of awards, what we’re most proud of is earning our clients’ trust. Our average client tenure is 20 years…and growing. Let’s have a conversation and we’ll show you how we can help you. No fees for safekeeping, transactions, wires, or maintenance. Gary Tantleff has been recognized as one of Barron’s “Top 1,200” Financial Advisors for four years, and the #1 Financial Advisor in NJ for the second straight year.

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Contact: Gary Tantleff, Managing Director - Investments
Telephone: 877-269-1776