Our company was founded on traditional values, hard work, loyalty and uncompromising quality. But what really sets us apart is our focus on risk management and the importance of tax planning within your investment strategies.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We aim to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.
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 two grandchildren.
Michael is a Marine Corps veteran who began his career early when he joined the armed forces. He served as a sergeant with 1st Maintenance Battalion on Camp Pendleton.
After exiting the service honorably, Michael created and ran a successful marketing company that serviced financial advisors. After five years, he decided to move on from his business and follow in his father’s footsteps as a financial advisor. He now works as a junior advisor for USA Financial & Tax Services under his father, who is the president of the company.
Michael is passionate about being part of a family-run business that helps people navigate one of the most crucial times of their lives. Michael is a family man and a dedicated husband and father to his wife and daughter.
Carrie is a newcomer to the field of finance, having developed a love of analytics and accounting through a close relationship with a mentor in her career. After spending 25 years in retail management, with various positions at executive and store levels, Carrie decided to take her passion for business to a new level in joining USA Financial & Tax Services in 2022.
Carrie also currently operates a small consulting business, focusing on profit and loss management and managerial accounting.
Carrie and her husband are both lifelong residents of Connecticut. She enjoys gardening, travel and fine dining, and is a lover of animals. She has an 11-year-old son and is very active in the baseball community, having served as an assistant coach for several years.
You wouldn’t trust your finances and future to just anyone, nor should you. And to be perfectly honest, we don’t work with everyone, either.
If you’re looking for complete transparency and a Full Circle financial experience unlike anything you’ve had before, schedule a meeting today and let’s see if we’re a good fit.