Edward Jones - Financial Advisor: Loren G Testa, ChFC®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Loren Testa is a financial advisor based in Santa Fe, New Mexico, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing. Loren emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals. His practice serves individuals and families looking to build long-term wealth and navigate significant life events.

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