We're here for you Helping you pursue your life's goals

The Credit Union Advisory Group at UBS


phone

877-269-1776
908-470-6208



phone

855-657-0563



address

184 Liberty Corner Road
Suite 101
Warren, NJ 07059



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. We’ve also worked closely with smaller credit unions to help them grow. And 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 helped guide credit unions to realize their goals? Our 30 years of experience navigating through very diverse economic environments, allows us to provide insights and timely solutions to your individual investment needs. And 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
  • Open architecture— offers access to products outside of UBS inventory
  • Over $3.2 billion in managed assets
  • Serving credit unions of all sizes since 1987

Gary Tantleff has been recognized as an industry leader.

  • Barron's #1 Financial Advisor in New Jersey and Top 100 Financial Advisor nationwide, 2016
  • Ranked #1 advisor in New Jersey by Barron's magazine, 2013, 2014
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  • Financial Times Top 400 Advisors, 2013
  • Barron's Top 100 Financial Advisors, 2012, 2013, 2014
  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.

Art Cashin on the markets

Top of the Morning daily podcasts