About
Our Firm

usa financial & tax services

Work With The Best

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USA Financial and Tax Services was built on a simple belief: retirement planning works best when your team works together.

That’s why we’re a family-run firm offering a personal, boutique experience that coordinates every aspect of your retirement under one roof.

Our founder started on Wall Street, spent years at large financial firms, and saw one major problem: most retirees were getting fragmented advice. That’s why we created something different. Our Full Circle Approach connects financial planning, tax strategy, Social Security guidance, and estate planning—(so you don’t have to piece it together on your own). 

When you work with us, you’re not just another client. You’re part of something personal.

Meet Our Team

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Michael Alimo

President & Owner

Michael Alimo

Michael and his team have created a circle of advisors to serve all your retirement needs. In addition to planning for your retirement income and insurance needs, he partners with CPAs and estate planning attorneys to provide a full overview of everything needed in your retirement plan. They all have a seat at the table to talk about your plan.

Michael’s approach is built on experience. He has been in the financial industry since 1984, and he founded his firm in 2000. Michael studied finance and accounting at the New York Institute of Technology, and he has passed the Series 7 and 65 securities exams.

Michael is a dedicated family man. He has two children: his son Michael Jr. — who works alongside his father at USA Financial & Tax Services — and a daughter who lives on the West Coast. When he’s not serving the financial needs of communities across Connecticut, Michael Sr. is spending time with his grandchildren.

Meet Michael
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Michael V. Alimo

Advisor

Michael V. Alimo

After graduating high school, Michael served five years in the United States Marine Corps, earning the rank of Sergeant before exiting honorably. His military service instilled discipline, leadership, and a strong sense of responsibility that continue to shape his work today.

He later earned an associate degree in business and founded a digital marketing firm specializing in supporting financial advisors. After successfully running the business for several years, he transitioned into a full-time role as a financial advisor at USA Financial. Michael takes pride in working alongside his father, the company’s owner, helping families pursue and achieve their financial goals.

He is passionate about helping individuals and families make confident financial decisions and takes pride in building lasting client relationships. A dedicated family man, he is the proud father of two daughters and brings a values-driven approach to both his personal life and professional work.

Meet Michael
Carrie

Carrie Fitzpatrick

Advisor

Carrie Fitzpatrick

As an Advisor at USA Financial & Tax Services, Carrie works directly with clients to support their investment and financial planning needs. She assists in developing personalized strategies, managing investment accounts, and ensuring clients receive the ongoing guidance and service they deserve.

Carrie joined USA FTS in August 2022, bringing over 25 years of experience in business management and client relations. She began her career with the firm managing client operations and investment account administration before advancing into her current advisory role.

Carrie and her husband are life-long residents of Connecticut. Outside the office, Carrie enjoys watching her son play baseball, spending time with family, relaxing with a good movie and being outdoors. 

Meet Carrie
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Jordan Friedman

Advisor Assistant

Jordan Friedman

Jordan is an Advisor Assistant in the finance industry, focusing strongly on client operations and client service. Known for building trusted relationships, staying organized in fast-paced environments, and delivering a seamless client experience. He is a proud alum of the University of Connecticut. Outside of work, Jordan is a lifelong Boston Red Sox fan who enjoys golfing and spending time with family.

Meet Jordan
Andrea

Andrea Burelle

Marketing Director

Andrea Burelle

Andrea helps plan and market the campaigns! From planning to designing, she keeps the marketing engine running. Serving as the bridge between ideas and execution, she helps bring USA Financial & Tax Services' vision to life.

Meet Andrea
Stephanie Honnel

Stephanie Honnell

Administrative Assistant

Stephanie Honnell

Stephanie joined USA Financial & Tax Services with more than 15 years of experience in administration, client services, and operations.

She is passionate about creating a welcoming experience for every client while keeping the office organized and running efficiently. Stephanie enjoys building relationships, solving problems, and supporting both clients and her team.

Outside of the office, she enjoys coin collecting, rock hounding, and spending time with her cats.

Meet Stephanie

Client Event

Workshops

  • All
  • Tax Planning
  • Women in Retirement
  • Social Security
  • Full Circle Financial Planning
  • Estate Planning
Tax Planning

Tax Planning

Women In Retirement

Women in Retirement

Full Circle Financial Planning

Full Circle Financial Planning

Full Circle Financial Planning

Full Circle Financial Planning

Tax Planning

Tax Planning

Tax Planning

Tax Planning

Tax Planning

Tax Planning

Tax Planning

Tax Planning

Estate Planning

Estate Planning

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You Deserve More

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    Retire with clarity and confidence

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    Avoid paying unnecessary taxes

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    Build a plan that adapts with your life

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    Stop guessing and start living