U.S.A. Financial & Tax Services, LLC

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Client assets under management

$159,260,000

Clients

660

4% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

220

Very High

Average account size

$241,303

About

The firm provides discretionary asset management and related financial consulting to individuals, high‑net‑worth clients, trusts, estates and business entities. It combines ongoing portfolio management with planning reviews that cover retirement, succession, education, insurance and cash‑flow topics at no additional charge.

Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and may employ fundamental, technical, charting and cyclical analysis; clients may impose written investment restrictions. The firm commonly implements portfolios through a Unified Managed Account program, uses third‑party model portfolio advisors and an overlay manager, and conducts quarterly account reviews with attention to rebalancing and tax‑loss harvesting.

Noteworthy features include an unusually high client load per advisor (more than 200 clients per advisor), which aligns with the firm’s reliance on UMA/model‑based implementation and delegated model managers; the firm began offering investment advisory services in 2021. The adviser also discloses an affiliated insurance practice (under ten percent of advisor time) that may result in commission‑based referrals, and it participates in an institutional custodial program with associated economic benefits that are managed through disclosures and firm policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 1.25% annually Over $500,000+: 1.05% annually

Other

Account minimum: $50,000

Main office location

U.S.A. Financial & Tax Services, LLC

628 Hebron Ave, Suite 505

Glastonbury CT 06033, United States

Number of offices

Most active in

Connecticut

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 860-430-2138

Advisors at this firm

Michael A

Series 65

Glastonbury, CT

U.S.A. Financial & Tax Services, LLC

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Wealth management Tax-loss harvesting Cash flow / budgeting

Michael A

Series 66

Glastonbury, CT

U.S.A. Financial & Tax Services, LLC

Michael Alimo is a financial advisor with U.S.A. Financial & Tax Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Capital Asset Advisory Services, LLC, and has been with U.S.A. Financial & Tax Services since 2015. In addition to his advisory role, he is an independent insurance agent. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios based on client goals, time horizons, and risk tolerances, employing various analytical approaches and utilizing a Unified Managed Account program with third-party model advisors and overlay management.

Wealth management Tax-loss harvesting Cash flow / budgeting

Carrie F

Series 65

Glastonbury, CT

U.S.A. Financial & Tax Services, LLC

Carrie Fitzpatrick is a financial advisor at U.S.A. Financial & Tax Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in retail and sales roles at J Jill and Trollbeads Americas. U.S.A. Financial & Tax Services, LLC provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios using a variety of analytical approaches and employs third-party model portfolio advisors and overlay managers to implement strategies, serving approximately 400 clients with two advisors.

Wealth management Tax-loss harvesting Cash flow / budgeting

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