Testa Associates LLC is a financial planning firm based in Wayland, MA, dedicated to helping individuals and small businesses create personalized strategies for a secure financial future. Led by Certified Financial Planner Richard J. Testa Jr., the team at Testa Associates takes a unique approach to financial planning, prioritizing long-term relationships and tailored solutions that meet the specific needs of each client.
With over 20 years of experience, Testa Associates offers comprehensive financial planning services, including investment advice, retirement planning, and assistance with setting up company retirement plans for small businesses. The firm prides itself on its commitment to meticulous planning, attention to detail, and building a solid foundation for successful investment portfolios. Testa Associates is an independent firm and acts as a fiduciary, always putting the best interests of their clients first.
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