Testa Associates
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
181 Worcester St, Natick, Massachusetts,...Phone Number
(508) 655-2410Website
www.testaassociates.comRevenue
<$5 MillionIndustry
About Testa Associates
Testa Associates, LLC is an independent financial services firm that specializes in comprehensive financial planning for individuals and small businesses. They offer tailored investment strategies including mutual funds, stocks, bonds, and retirement plans, ensuring a personalized approach to each client's financial needs. Led by Richard J. Testa Jr., a Certified Financial Planner with over 20 years of experience, the firm emphasizes building long-term relationships and providing ongoing support. Their fiduciary duty ensures that they act in the best interests of their clients, utilizing platforms like Fidelity and Charles Schwab for investment management.Explore more
Testa Associates Org Chart
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Testa Associates, LLC is an independent financial services firm that specializes in comprehensive financial planning for individuals and small businesses. They offer tailored investment strategies including mutual funds, stocks, bonds, and retirement plans, ensuring a personalized approach to each client's financial needs. Led by Richard J. Testa J... Read More
