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
U.s.a. Financial & Tax Services, LLC
By the Numbers
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Total Assets Under Management86MILLION
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Total Number of Accounts443ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at U.s.a. Financial & Tax Services, LLC
1
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 (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.
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