Merrill Lynch Financial Advisor Luis Testas

Services Offered

• Investment advice
• Investment strategies
• Retirement planning

About

Luis Testas is a financial advisor based in San Antonio, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Luis holds the CIMA and CRPC certifications, indicating his expertise in investment management and retirement planning. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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