US Financial Services™ headed by Mani Shankar and Uddeshya Shankar believed in Your Success is our Achievement that has expertise in financial services with one of its core focus on Mutual Funds. MF Investments help you to manage your portfolio very efficiently.
Proper investment guidance leads best result in future. We at US Financial Services proudly known as investment experts. Most investment in stocks, mutual fund, NFO etc are balanced in such as manner that maximum ROI is achieved for the clients.
Investing your money is very necessary in today’s market. Best investment advice can allow you to grow it. This growth allows your money to build, creating wealth over time.
US Financial Services is a one-stop solution for all your financial needs where Company's financials matter the most. We focused on our relationship with the clients by giving them personal attention.
We are very transparent in all our services which is our strong point to make long-term relationship with our customers. Though using one-size fits all strategies may be the common approach, as fiduciaries we specialize in tailoring plans to fit your current situation while laying a foundation to pursue future growth. From providing forward-thinking investments to estate planning strategies, we strive to help promote your total financial independence.
Our Financial Experts
You have questions; we have answers. Our wealth planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our team will develop comprehensive strategies that empower you to make educated financial decisions.
Your Financial Goals
At US Financial Services, we specialize in helping our clients gain financial freedom. With industry experience spanning over 4 decades, our team can advise you on a range of objectives, from investment advice and insurance coverage to financial planning and more.
No matter where you are in life—just getting started, investing for the future, or navigating through retirement, our products and services are designed to give you confidence in meeting your financial goals.
PRODUCTS & SERVICES
Brokerage and Advisory
Stocks and Securities
Rollovers and Transfers
Individual Retirement Account (IRAs) and Roth IRAs
Annuities and Lifetime Income Strategies
Social Security Planning
NSDL / PAN Service
E-Mudra ( E-Signature Services )
College and Education Planning
Asset and Risk Management
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that works towards your long-term goals. Our professionals offer detailed projections of when you can potentially retire, at what level of income, and what rate of return will be necessary to pursue your retirement goals.
Since our inception, we have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a comprehensive or an income stream throughout your future.
Our goal is to constructing and managing client portfolios with a high level of personal service. As a defining feature of our firm, our investment strategies incorporate a rigorous analytical process to assure we understand client priorities and goals. In addition to identifying short and long-term objectives, we will assess your resources and your level of risk tolerance.
We draw upon a broad investment universe to deliver comprehensive investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies integrate investments into a diversified portfolio that is designed to work towards your long term goals.
Asset allocation does not ensure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk.
Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. Our LPL Financial Advisors will perform a comprehensive review of your insurance needs that strive to protect against potentially catastrophic risks.
By executing full audits of your existing insurance portfolio, our professionals will help you have the proper coverage and asset protection structures in place. We work closely with insurance specialists to provide an independent and objective evaluation of your risk management program.
At its core, wealth transfer isn’t just about money. In addition to your assets, high net-worth individuals want to pass on their most essential and lasting values to their children, grandchildren, and great-grandchildren. Our focused approach to multi-generational wealth management respects the importance of sustaining your legacy.
Have confidence that your most cherished assets will reach the people and places you hold dear. Our strategic plans help ensure your estate plans address your financial goals well beyond your lifetime. As your LPL Financial Advisors, we will work with you to help address tax advantaged strategies, coordinate your documentation, provide for charitable entities and more. No matter where you are in life, we will be here to understand and harmonize your financial needs for you and your loved ones.
At US Financial Services, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused. Whatever you hope to achieve, our mission is to deliver strategies that empower you to live the life you always imagined. We work as a
team to understand your unique goals and provide answers to your most significant questions:
When can I retire? Do I have enough saved? What is enough? Will my family be okay?
What will my legacy be? Will I have enough money to send my children to college?
Whether you’re in the heart of your career, approaching retirement, or already retired, we can give you the tools to answer those questions.
To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience. Communication is paramount to successful relationships. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. As your strategic partner, we won’t just counsel you from afar. We’ll walk beside you every step of the way.
Independence. Integrity. Trust.
Independence is everything. Free from the constraints of outside interests, our firm operates exclusively on your behalf. By emphasizing process before products, our client-driven focus enables us to pursue your goals as if they were our own.
Integrity empowers us to provide truly objective advice and build strategies to pursue your goals. While financial products may come and go, trusted relationships and custom strategies should stay the course. That’s why we create comprehensive and flexible financial strategies that address the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve comprehensive strategies that are customized to you and adaptable to change. When your life evolves, so should your strategies.
As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you stay on the path toward financial freedom.