Testa Associates, LLC

CONNECT

Address:

181 Worcester Street
Natick, MA 01760

Phone:

508-655-2410

Fax/Other:

508-655-2411

Products and Services

Once you choose Testa Associates to help you meet your financial goals, we will develop a customized financial program that you are comfortable with. We offer a wide range of financial products and services to individuals and business owners.

 

For Individuals

The plan we develop with your input typically will include some of the following investment vehicles:

  • Mutual Funds

  • Stocks

  • Bonds

  • Insurance and Annuity Products

  • IRAs

  • Keough Plans


  •  

For Small Businesses

Testa Associates also works with small businesses to help them set up company retirement plans. The plan we develop for your business can include the following products:

  • Rule 144/145 Sales

  • 401(k) Plans

  • SEP IRAs

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck