We have been involved with Prudence Financial for over twenty years. Theresa has always provided us with well thought out strategies that helped us into our retirement. She has always been available when any financial question has arisen, and has provided us with sound recommendations. She always has our overwhelming recommendation.
~ Dan & Gail Connolly
The statement was provided on January 26, 2023, by Daniel Connolly and Gail Connolly, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Prudence Financial has given me peace of mind knowing my investments are well planned, managed, and cared for. It is extremely responsive to every inquiry I may have getting back to me very quickly to answer any questions I have. My long term relationship with Prudence Financial has been hugely positive over the years.
~ Chuck Aversa
The statement was provided on January 25, 2023, by Charles Aversa, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
I would like to applaud both you and Sara for the wonderful work you have done to help me. As you know I hit some "bumps along the way" in my personal life and your help and expertise with the financial end has been more than helpful. I feel very lucky to work with you and have your knowledge and kindness help me along the way.
Your thoughtfulness through out the whole year is amazing. You both are so "easy" to talk to and listen intently. Your help has really made my issues seem manageable.
I was referred to you by my sister and am so happy that she brought us together. I know I keep repeating myself but your kindness and thoughtfulness is key.
I so enjoy working with you and look forward to many more years.
Thanks so much for all of your help.
~ Sue Stevens
The statement was provided on January 24, 2023, by Susan Stevens, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
I have been with Theresa for over 30 years. I have found that I can rely on her to give me excellent financial advice based on her extensive knowledge. I also feel she cares for her clients and understands how to best serve them. I have always enjoyed our group get togethers. She and Sara are always available for me.
~ Ruth Piscitelli
The statement was provided on February 3, 2023, by Ruth Piscitelli, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
I feel the security of knowing my investments have been in the hands of Prudence Financial for close to 30 years. I feel more like a member of the Prudence Financial family than I do a client with the personal attention I receive.
~ Maggie Greaves
The statement was provided on January 25, 2023, by Margaret Greaves, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
You are always helpful when I call and ask questions. I feel secure in the way you are handling my account.
~ Irene Davis
The statement was provided on January 26, 2023, by Irene Davis, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
My husband and I are retired Boston teachers. We started working with Theresa's firm, Prudence Financial, in the early 2000s establishing two 403Bs with her and eventually a stock portfolio. Theresa is diligent in keeping us informed, advised and confident that our investments are in knowledgeable, expert hands. Her small firm enables her and Sara, her office administrator, to return phone calls and emails quickly. Through our life changes Theresa has given us excellent guidance so that in retirement we live with few financial concerns. If you are an educator or are seeking someone who can offer you strategies to grow your money, we would highly recommend that you consult with Prudence Financial. We are very happy with Theresa Rosen as our Financial Planner.
~ Liz Kurkjian-Henry & Jack Henry
The statement was provided on February 2, 2023, by Elizabeth Kurkjian-Henry and John Henry, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.