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Home > Financial Planner Directory > Massachusetts > Sudbury > Theresa M. Rosen, CFP®, CLTC

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Theresa M. Rosen, CFP®, CLTC

Prudence Financial, Inc.

365 Boston Post Rd
Ste 203
Sudbury, MA 01776
Phone: (978) 443-2411
Fax: (978) 443-8741

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Estate Planning
Investment Management
Employee Benefits
Limited Partnerships
Mutual Funds
Real Estate
Insurance
Life Planning
Retirement
Long-term Care
Sudden Wealth
Men's Finances
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: As an RIA in Massachusetts, I do charge for financial plans, and may work on an hourly basis as well. Call my office for more information, and view my website as well: www.prudencefinancial.com

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.