Every season of life brings new financial opportunities and challenges. With a partner like U.S. Financial Services at your side, you can rest easy knowing you're well prepared for whatever happens next. Get ready for some of the best years of your life. We'll help you put together a highly individualized plan for financial security during your retirement years, whether it's a few months or a few years away.
Ready to reap the benefits of all your years of hard work? Properly structure the sale of a business and accurately determine its value for a profitable succession. A new little bundle of love brings a lot of excitement to a family, and perhaps a few questions. From life insurance to saving for college, we'll help you balance your new priorities.
Ready to reap the benefits of all your years of hard work? Properly structure the sale of a business and accurately determine its value for a profitable succession. A new little bundle of love brings a lot of excitement to a family, and perhaps a few questions. From life insurance to saving for college, we'll help you balance your new priorities.
Services
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.
Would you like to improve your (financial) game? Altair M. Gobo, a partner at U.S. Financial Services, LLC, and a frequent guest on major news outlets, has written Getting to the Green, a book about the many things golf, financial planning, and life have in common. A fun and easy read, this book makes a great gift for friends and colleagues and all profits are donated to charity.
Whether you're a first-time entrepreneur, an experienced business owner, or building an empire, business planning is crucial to making your firm healthy and sustainable for years to come. Our team is passionate about empowering hard-working business owners with guidance and education. We offer creative financial and tax solutions, as well as a plan to transition the business to a successor and move into retirement.
Think about the most meaningful moments in your life: that promotion you were awarded, landing your dream job, getting married to the love of your life, or welcoming your first baby. Then there are other life events that are a bit more challenging: a health diagnosis, a divorce, or the death of someone you love.
Choose a partner who understands the challenges you face as a medical professional. Our advisors have a deep understanding of the financial opportunities physicians have. Many physicians find themselves at higher income brackets demanding a higher tax rate. Alleviating medical school debt may be another area of focus where our team can assist.
Reviews (2)
Bobbie DeCarlo Lane
Nov 08, 2020
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Miriam Lopez is a seasoned wealth management professional. In addition to her vast historical and current market knowledge, she is an excellent, perceptive listener who is able to identify your specific needs and tailor products to accomplish your financial goals. I've worked with her for over 20 years and have truly benefitted from her advice.
Doreen Sargente
Jun 10, 2020
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