Prudence Financial Inc. - Home

Metrowest's Premier Wealth Management Firm

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At Prudence Financial, the goal is to help simplify our clients’ lives. We do this by designing customized solutions for our clients’ unique situations. Simplicity is our motto. We help enable our clients to reach their dreams with peace of mind as effortlessly as possible by implementing plans that work for them.

~ “Prosperity begins with prudent planning techniques designed to protect, preserve, and grow your wealth in a manner that is tailored to you. ~ Theresa M. Rosen, CFP®, CLTC

Second Opinion Service (SOS—I need help!)
At Prudence Financial, we believe that everyone should have access to a free, no-obligation second opinion. We will review your current plan/investments and together determine the next best course of action for you.

*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Prudence News:

  • Theresa was quoted in Forbes Magazine. Read the article
  • Theresa was interviewed by Boston Voyager. Read the article
  • Theresa was named a 2017 Five Star Wealth Manager as seen in Boston MagazineRead the article
  • Theresa has achieved Commonwealth Founder's Club status for 2017. Read more
  • Theresa attends National Educational Conference for Financial Advisors. Read more
  • Prudence Financial, Inc. celebrates 30 years! Read more
  • Theresa was quoted in The New York TimesRead the article
  • Theresa was quoted in InvestmentNewsRead the article

Prudence Events:

See you again at a future event in 2019!

Blood Drives:

As a way to honor our clients and show gratitude for the relationship that we have with them, Prudence Financial has hosted blood drives throughout the years. Since the age of 17, Theresa Rosen has been a regular blood and platelet donor and is passionate about how powerfully helpful donating blood and platelets can be.