U.S.A. FINANCIAL & TAX SERVICES, LLC
Tel: 860-430-2138 628 Hebron Ave Suite 505 Glastonbury, Connecticut 06033
About U.S.A. FINANCIAL & TAX SERVICES, LLC
U.S.A. FINANCIAL & TAX SERVICES, LLC is a Glastonbury, Connecticut based financial advisory firm with nearly $120,000,000 in assets under management and provides investment advisory services for 400 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
306214
Firm SEC#:
801-131690
Assets Under Management:
$120,000,000
No. of Clients:
400
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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