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

Altair M. Gobo

Jeff Mcelroy

Carolyn Lloyd - Cohen

Bj Bryant

Matthew Defelice

Joseph Sarnecki

Andrew Brief

Jay Kota

Steven P. Gallo

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

Directors and Partners

Financial Services Team

Administrative Team

About

Team members

Other teams at US Financial Services, LLC

Directors and Partners

Financial Services Team