Our Financial Services Firm

Since 1989, U.S. Financial Services, LLC, has offered comprehensive wealth management for its clients. Whether you need help with a retirement plan while changing jobs, putting a trust in order, finding the right disability insurance, or other financial needs, we cover all the bases. Before we make any recommendations, we always take the time to truly know our clients and understand the whole picture. We pride ourselves on providing intensely personal service, a disciplined financial planning process, and an unwavering commitment to placing clients’ needs ahead of our own. In 2017, we received the Kestra Financial Ascend Award for Outstanding Business. The Award recognizes top-tier wealth management businesses that have a demonstrated history of growth; exceptional business leadership; extraordinary client service, satisfaction and retention; and a commitment to their communities.

Our Broker/Dealer

Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com

Our Asset Custodian

Every broker/dealer needs a clearinghouse to provide trade execution, clearing, and other related services for your brokerage accounts. Kestra Investment Services, LLC’s brokerage accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Securities in accounts carried by National Financial Services, a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000. The $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, subject to periodic adjustments for inflation, in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. National Financial Services has also arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are ineligible for coverage.