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Paladin Research Report For:

Rich Testa

Testa Associates

181 Worcester Street
Natick, MA 01760
508-655-2410

About Rich Testa

At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms.

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 (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products:

Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans

See Disclosures

General Information

Firm Start Year
  • 2010
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

MBA - Finance
  • Babson College
    9/1/1995 -6/1/1997

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890774/paladinregistry-Testa-Associates-detailed-disclosure.html

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Testa Associates are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, MA, PA, SD, and FL. No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Testa Associates makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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