U.S.A. Financial & Tax Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
U.S.A. Financial & Tax Services, LLC provides discretionary asset management and related financial consulting to individuals (including high-net-worth clients), trusts, estates and business entities. The firm offers ongoing portfolio management and supplemental financial planning topics—such as retirement, tax, and succession planning—at no additional charge to managed clients.
The firm constructs investment programs based on each client’s objectives and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis in portfolio decision-making. For implementation it frequently uses a unified managed account (UMA) platform with an overlay manager and third‑party model portfolio advisors, and conducts quarterly reviews that consider rebalancing and tax-loss harvesting opportunities.
U.S.A. Financial & Tax Services manages roughly 660 client accounts with a three-advisor team, an unusually high client-to-advisor ratio compared with peers and a feature prospective clients may want to weigh when assessing expected service levels. The firm began providing advisory services relatively recently (2021), discloses a part‑time affiliated insurance practice (under 10% of advisor time) as a potential conflict of interest, and generally does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually Over $500,000+: 1.05% annually
Account minimum: $50,000
Main office
855 Farmington Ave
Farmington CT 06032
Advisors at this office
3
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael A
Series 65
Farmington, 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.
Michael A
Series 66
Farmington, 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.
Carrie F
Series 65
Farmington, 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.
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