Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Loren G Testa, ChFC®|AAMS®
1660 Old Pecos Trail, Santa Fe, NM
87505, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Loren G Testa, ChFC®|AAMS®
What services does Edward Jones - Financial Advisor Loren G Testa offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the typical office hours for Edward Jones - Financial Advisor Loren G Testa?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. On Saturdays, services are available by appointment only.
How can I schedule an appointment with Loren G Testa at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/loren-testa/contact/ or by contacting them via phone or email.
Where is Edward Jones - Financial Advisor Loren G Testa located?
The office is located at 1660 Old Pecos Trail, Suite I, Santa Fe, NM 87505, USA.
Which languages are spoken at Edward Jones - Financial Advisor Loren G Testa?
English is the primary language spoken at this Edward Jones office.
What should I know about Edward Jones’ data privacy?
Edward Jones is committed to protecting your data. For detailed information, please visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Are there other financial advisors near Edward Jones - Financial Advisor Loren G Testa?
Yes, nearby financial advisors include Edward Jones - Financial Advisor Emily Estes and Edelman Financial Engines, which you might consider for complementary financial services.
What nearby real estate services are available around Edward Jones - Financial Advisor Loren G Testa?
Nearby real estate agents include Naomi Darwin Realtor and HomeSmart Realty Pros, which could assist with property buying or selling in the Santa Fe area.
What wellness and health services are close to Edward Jones - Financial Advisor Loren G Testa?
Nearby wellness options include Mountain Sage Medico LLC for medical services, Kenetic Wellness for massage and physical therapy, and U Day Spa for spa treatments, ideal for relaxing before or after your financial consultations.
Can I use public amenities near Edward Jones - Financial Advisor Loren G Testa to plan my visit?
Yes, nearby you will find several businesses such as The Husband & Wife Law Team, various legal and financial services, and wellness centers, allowing you to conveniently combine errands or appointments in the area.