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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
39

Minus sign iconPlus sign icon
  • United States Of America
    39

US Financial Services, LLC's Leadership

  • Stylized image of a person
    J. K.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    President & Ceo, Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Head Of Sales Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. T. P.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Partner
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    N. C.
    Marketing Manager
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Mar 25, 2026
  • Stylized image of a person
    C. M.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 30, 2025
  • Stylized image of a person
    L. O.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesVirginia
    Apr 14, 2026
  • Stylized image of a person
    R. G.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 28, 2026
  • Stylized image of a person
    S. P.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 01, 2026
  • Stylized image of a person
    J. K.
    Assistant Manager
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    J. G.
    Financial Planning Analyst
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Mar 25, 2026
  • Stylized image of a person
    C. P.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 28, 2026
  • Stylized image of a person
    C. B.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    M. B.
    Financial Planning Analyst
    Phone icon
    Mobile Phone
    May 31, 2026

Frequently Asked Questions

What is US Financial Services, LLC known for?

Minus sign iconPlus sign iconUS Financial Services, LLC was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 375 Passaic Avenue Suite 100 Fairfield, New Jersey 07004 United States; you can contact the 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 . 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 45 employees as of June 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 June 2026, US Financial Services, LLC's key employees include:

  • Chief Investment Officer: J. K.
  • Chief Investment Officer: T. S.
  • President & Ceo, Founder: D. L.
  • President: J. M.
  • Head Of Sales Operations: R. G.

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