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PRODUCTS & 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