Prudence Financial, Inc. is a trusted financial planning firm based in Sudbury, MA, with over 30 years of experience in helping clients simplify their financial lives. With a focus on customized solutions, their team of professionals, led by Theresa M. Rosen, CFP, CLTC, works closely with individuals, professionals, businesses, and families to design comprehensive financial plans tailored to their unique needs and goals.
Specializing in retirement consulting, Prudence Financial assists clients in various areas, including 403(b) plans, pension retirement planning, complex tax and retirement planning for highly compensated executives, employer and employee retirement planning for small-business owners, and guidance for individuals going through life transitions. By listening attentively to their clients' needs and collaborating with accountants and estate planning attorneys, Prudence Financial has built a reputation for providing reliable financial advice and serving multiple generations of families.
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