U.s.a. Financial & Tax Services, LLC

U.s.a. Financial & Tax Services, LLC (CRD# 306214) is a financial advisory firm headquartered in Glastonbury, CT. They manage $86,000,000 in 443 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
628 Hebron Ave, Suite 505, Glastonbury, CT 06033
https://www.usafinancialandtaxservices.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $194,131
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at U.s.a. Financial & Tax Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Alimo, financial advisor Glastonbury CT
Michael J. Alimo
CRD#: 4727586
628 Hebron Ave, Suite 505, Glastonbury, CT 06033

Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.

2
Michael Alimo, financial advisor Glastonbury CT
Michael V. Alimo
CRD#: 7694036
628 Hebron Ave, Suite 505, Glastonbury, CT 06033

Michael Alimo (CRD# 7694036) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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