USA Financial and Tax Services
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50% of retirees left the workforce earlier than planned.*

*2015 Retirement Confidence Survey, EBRI

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

​We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

A Question For You

When was the last time your:
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  • Financial Advisor
  • Insurance Agent
  • Estate Attorney
  • Tax Preparer
    ​
Got together on your behalf?

Shouldn't they as they're all involved in important monetary decisions on your behalf?
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Download your COMPLIMENTARY "6 Questions to Ask Yourself before You RETIRE from Your Government Job" guide today!
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Home          About          Services          Resources          Contact
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USA Financial & Tax Services
Michael Alimo - Principal
Phone: 860.430.2138
Fax: 860.430.2803

[email protected]
39 New London Turnpike
Suite 126
​ Glastonbury, CT 06033
Main Office

1000 Lafayette Blvd
11th Fl
​Bridgeport, CT 06604


83 Wooster Heights
​
Suite 125


Lees Farm Corp Park


​Danbury, CT 06810



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157 Church Street
​ 19th Fl
​ New Haven, CT 06510
15 River Road
Suite 15B
​ Wilton, CT 06897

ADV2B
​​Investment advisory services offered through Capital Asset Advisory Services, LLC, a SEC registered investment adviser.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Michael Alimo at 860-430-2138.

Tax planning provided by third party sources.
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​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
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  • Home
  • About Us
  • Services
  • Resources
  • Upcoming Events
  • Contact