US Financial Services Revenue and Competitors

Fairfield, NJ

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • US Financial Services's estimated annual revenue is currently $6.9M per year.(i)
  • US Financial Services's estimated revenue per employee is $168,000

Employee Data

  • US Financial Services has 41 Employees.(i)
  • US Financial Services grew their employee count by 3% last year.

US Financial Services's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
DirectorReveal Email/Phone
3
Managing DirectorReveal Email/Phone
4
Director Investment ServicesReveal Email/Phone
5
PartnerReveal Email/Phone
6
PartnerReveal Email/Phone
7
PartnerReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Partner; CFP®Reveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39.3M1709%N/AN/A
#2
$8.2M49N/AN/AN/A
#3
$2.4M180%N/AN/A
#4
$9.8M526%N/AN/A
#5
$5.7M3410%N/AN/A
#6
$45.3M196-1%N/AN/A
#7
$10.4M5512%N/AN/A
#8
$8.2M49-2%N/AN/A
#9
$0.6M6N/AN/AN/A
#10
$8.1M4850%N/AN/A
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What Is US Financial Services?

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/

keywords:N/A

N/A

Total Funding

41

Number of Employees

$6.9M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.4M41N/AN/A
#2
$5.9M415%N/A
#3
$8.1M4111%N/A
#4
$9.5M413%N/A
#5
$9.5M413%N/A