Testa Associates LLC
Testa Associates provides full service financial planning services for individual and business clients. This includes 401K’s, IRA’s (Roth and regular), profit sharing plans, College Savings Accounts, Life Insurance and more.
Every person should have a financial plan that includes planning for today, your families future needs and your retirement.
Ask me how your business can provide for your employees whether you have 1 employee or many.
Richard’s engineering background has been perfect training for his career in financial services.
Meticulous planning, attention to detail and the importance of a solid foundation are as important in the design of a building (structure) as they are in creating financial plans for successful retirement portfolios.
Both are designed to exist successfully for a long period of time.
