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    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.

    Prudence News

    Prudence Events

    In lieu of the event: Fashion, Finance and Philanthropy sponsored by Prudence Financial to benefit Dana Farber on May 12th, 2020, that was cancelled due to COVID19, I invite you to make a much needed donation to help Dana Farber now more than ever. Funds will be used to help both Dana Farber Cancer Institute and the Jimmy Fund’s Emergency Response Fund to help patients in need. If you have any further questions about making gifts to charity as part of your overall Financial Plan, please let me know. Of course any amount you decide to donate is a major benefit to this amazing organization. I hope that you and your loved ones are healthy and well during this challenging time. Thank you for your consideration.

    ​Donate to Dana Farber​ 

    Will Social Security Provide the Income I Need to Retire?

    Learn the ABCs of Medicare

    5th Annual Economic Update

    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.