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Our story began in 1989 with our three founding partners: Gerard Papetti, Altair Gobo, and Steven Gallo. They established U.S. Financial Services, LLC out of a desire to make a difference in the lives of small business owners, physicians, families, and individuals by offering a full spectrum of wealth management services.

Today more than 30 years later, U.S. Financial Services, LLC still operates with this mission in mind. The one thing you can count on in life is change, and we’re dedicated to helping our clients plan for every stage of life. From starting a family, changing careers, selling your business or entering retirement, our team of experts is ready to help you align the management of your money with your responsibilities and dreams. We’re not only looking at the circumstances of today, we’re preparing you for the many wonderful years ahead.

Your Story Matters to Us

We start and finish each client conversation by listening to your needs.

We believe your legacy is built by strong relationships with trusted advisors.

We are focused on empowering you through education-mindful planning.