Northeast Private Client Group

Our firm is dedicated to providing individuals with high-quality financial services aligned with their financial needs and goals. Our independent advisors help clients articulate their goals and by communicating with transparency and respect. We create individualized financial plans for every client and take the time to educate them about their specific investments.

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.

Welcome to Merrill Lynch in Summit, NJ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.