US Financial Services, LLC Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

U.S. Financial Services is a comprehensive financial planning services firm with over 75 years combined industry experience. At U.S. Financial Services we specialize in Financial and Estate Planning, Retirement Planning, Cash Flow Management, and Taxation. We strive to develop long term relationships with a select group of clients who value our integrity and expertise.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered 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.

This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

http://www.finra.org/
http://www.sipc.org/

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

US Financial Services, LLC Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

US Financial Services, LLC's Leadership

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    J. K.
    Chief Investment Officer
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    T. S.
    Chief Investment Officer
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    J. M.
    President
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    G. T. P.
    Partner
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    J. A. S.
    Partner
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    S. P. G.
    Partner
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    A. G.
    Partner; Cfp®
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    R. P.
    Partner
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US Financial Services, LLC Employee Metrics

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

Contact profiles from US Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
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    C. B.
    Executive Assistant
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    United StatesNew York
    Nov 30, 2025
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    M. B.
    Financial Planning Analyst
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    Nov 30, 2025
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    A. L.
    Financial Advisor
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    United StatesNew York
    Nov 30, 2025
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    K. C.
    Accountant
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    United StatesUtah
    Oct 23, 2024
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    L. C.
    Financial Services And Loans
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    United StatesTexas
    Sep 12, 2024

Frequently Asked Questions

What is US Financial Services, LLC known for?

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US 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 . Explore US Financial Services, LLC's company overview page for more information.

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

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US 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?

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US Financial Services, LLC has approximately 45 employees as of February 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 February 2026, US Financial Services, LLC's key employees include:

  • Chief Investment Officer: J. K.
  • Chief Investment Officer: T. S.
  • President: J. M.
  • Partner: G. T. P.
  • Partner: J. A. S.

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