Prudence Financial Inc. - Home

Metrowest's Premier Wealth Management Firm



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 protectpreserve 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, Inc 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 reflects 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


Prudence News:

  • Theresa was recently quoted in Forbes Magazine. Read the article
  • Theresa was recently interviewed by Boston Voyager. Read the article
  • Theresa named 2017 Five Star Wealth Manager Award as seen in Boston MagazineRead the article
  • Theresa has achieved Commonwealth Founders 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 recently quoted in The New York Times Read the article
  • Theresa was recently quoted in InvestmentNewsRead the article

Prudence Events:

See you again at a future event in 2018!


Upcoming Blood Drives:

As a way to honor our clients, and show gratitude for the relationship that we have with them, Prudence Financial will be hosting blood drives throughout the year and beyond. 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.