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US Financial Services, LLC Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

U.S. Financial Services, LLC is a mid-sized financial planning firm based in Fairfield, New Jersey. With more than 75 years of combined industry experience, the firm delivers comprehensive planning across financial and estate planning, retirement planning, cash flow management, and taxation, and it seeks to form long-term relationships with a select group of clients who value expertise and integrity.

Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC, and investment advisory services are provided through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

Find US Financial Services, LLC employees' phone numbers or email addresses

US Financial Services, LLC Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

US Financial Services, LLC's Leadership

  • Chief Investment Officer at US Financial Services, LLC
    T. S.
    Chief Investment Officer
    Mobile Phone
  • President at US Financial Services, LLC
    J. M.
    President
    Mobile Phone
  • Partner at US Financial Services, LLC
    R. P.
    Partner
    Mobile Phone
  • Financial Planning Analyst at US Financial Services, LLC
    M. B.
    Financial Planning Analyst
    Mobile Phone

US Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Business
  • Sales
  • Other
  • Consultant

Contact profiles from US Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • President at US Financial Services, LLC
    J. M.
    President
    Mobile Phone
    Oct 22, 2024
  • Partner at US Financial Services, LLC
    R. P.
    Partner
    Mobile Phone
    Oct 18, 2024
  • Chief Investment Officer at US Financial Services, LLC
    T. S.
    Chief Investment Officer
    Mobile Phone
    Oct 17, 2024
  • Financial Planning Analyst at US Financial Services, LLC
    M. B.
    Financial Planning Analyst
    Mobile Phone
    Sep 15, 2026

Frequently Asked Questions

What is US Financial Services, LLC known for?

Minus sign iconPlus sign iconUS Financial Services, LLC was founded in 1989 and operates in the Financial Services industry. You can contact US Financial Services, LLC's main corporate office by phone at
+1-973-882-****
. Explore US Financial Services, LLC's company overview page for more information.

What is US Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconUS Financial Services, LLC employees' email format typically follows the pattern of FLast@usfsc.com. Trying to find reliable and up-to-date employee contact data? Find more US Financial Services, LLC email formats with LeadIQ.

How many employees does US Financial Services, LLC have currently?

Minus sign iconPlus sign iconUS Financial Services, LLC has approximately 49 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are US Financial Services, LLC's key employees and leadership?

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As of September 2026, US Financial Services, LLC's key employees include:

  • Chief Investment Officer: T. S.
  • President: J. M.
  • Partner: R. P.
  • Financial Planning Analyst: M. B.

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