Michael and his team have created a circle of advisers 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 four grandchildren.
Phone: 860.430.2138 | Email: michael@usafinancialandtaxservices.com | Website: usafinancialandtaxservices.com
