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/

Insurance

Investment Management

Retirement

US Financial Services, LLC

US Financial Services, LLC's headquarters in Fairfield, NJ, United States

Altair M. Gobo

Jeff Mcelroy

Carolyn Lloyd - Cohen

Bj Bryant

Joseph Sarnecki

Andrew Brief

Jay Kota

The Administrative Team at U.S. Financial Services, LLC ensures smooth operational efficiency by providing executive support, managing client services, and maintaining professional interactions as the first point of contact. This team is responsible for scheduling, correspondence, client relationship management, and overall administrative duties to support the firm's financial planning services.

Administrative Team

The Directors and Partners team at U.S. Financial Services, LLC comprises experienced financial professionals responsible for strategic decision-making, overseeing client relationships, and ensuring the delivery of high-quality financial planning services. Their responsibilities include guiding estate planning, retirement planning, cash flow management, and taxation strategies, while fostering long-term client partnerships. This team leverages their extensive industry expertise to maintain the firm's commitment to integrity and excellence in financial advisory services.

Directors and Partners

The Financial Services Team at U.S. Financial Services, LLC is responsible for providing comprehensive financial planning and advisory services to clients. They specialize in Financial and Estate Planning, Retirement Planning, Cash Flow Management, and Taxation. The team develops tailored financial strategies, manages investment portfolios, and offers expert guidance to help clients achieve their long-term financial goals while maintaining strong, trust-based relationships.

Financial Services Team

The Leadership Team at U.S. Financial Services, LLC is responsible for setting the strategic direction of the firm, overseeing the implementation of financial planning services, and ensuring the delivery of exceptional client service. Comprising senior executives including Partners and Managing Directors, the team drives business growth, manages key client relationships, and upholds the company’s values of integrity and expertise.

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US Financial Services, LLC

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Teams

Administrative Team

Directors and Partners

Financial Services Team

Leadership Team

Offices

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US Financial Services, LLC

Org chart

Teams

Administrative Team

Directors and Partners

Financial Services Team

Leadership Team

Offices

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