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.