Theresa M. Rosen, Cfp(R), Cltc Email and Phone Number
Theresa M. Rosen, Cfp(R), Cltc work email
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Theresa M. Rosen, Cfp(R), Cltc personal email
Theresa M. Rosen, Cfp(R), Cltc phone numbers
Since 1986 we have helped our clients embrace the power of simplicity by helping them make smart decisions about their wealth and money. We architect plans that are user friendly, concrete, practical, and make sense for our client. They are easily implemented and enable our clients to enjoy, and focus on the things in life that are important to them. We provide enormous value by taking the complex and streamlining it with simplicity and substance. We communicate with our clients on a regular basis to make sure that they are on track, and to adjust to the dynamics of their lives.Specialties: Helping people get through life transitions with comprehensive financial planning tactics and consultation. Ex: divorce, job changes, loss of a spouse or significant other, unexpected inheritances, long term care planning.Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. PlanWise Financial Group, 365 Boston Post Rd Suite 203 Sudbury, MA 01776, 978-443-2411. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
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FounderPrudence Financial, IncSudbury, Ma, Us
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Financial AdvisorPlanwise Financial Group Jul 2024 - PresentAustin, Texas, Us
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FounderPrudence Financial, Inc Jul 1986 - PresentI started in this industry in July 1986. My firm specializes in tailoring personalized and customized financial plans for our clients. We add tremendous value, by truly listening to our clients; getting initimately familiar with their needs, goals, dreams.... We wrap our arms around the data that we receive from our clients, and work magic by designing a plan that is practical, concrete and can be implemented with ease for the benefit of the client. This plan addresses areas in: Insurance(life, long term care, disability), investments, budgeting, pensions/retirement plans, and advice on life decisions such as home purchase, college planning, and more.
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President/FounderPrudence Financial, Inc 1986 - PresentSince 1986, we have specialized in the 403b market, and in the area of financial planning for motivated individuals, and small businesses.
Theresa M. Rosen, Cfp(R), Cltc Skills
Theresa M. Rosen, Cfp(R), Cltc Education Details
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Northeastern UniversityFinance/Marketing -
Northeastern UniversityFinance Marketing
Frequently Asked Questions about Theresa M. Rosen, Cfp(R), Cltc
What company does Theresa M. Rosen, Cfp(R), Cltc work for?
Theresa M. Rosen, Cfp(R), Cltc works for Prudence Financial, Inc
What is Theresa M. Rosen, Cfp(R), Cltc's role at the current company?
Theresa M. Rosen, Cfp(R), Cltc's current role is founder.
What is Theresa M. Rosen, Cfp(R), Cltc's email address?
Theresa M. Rosen, Cfp(R), Cltc's email address is th****@****ial.com
What is Theresa M. Rosen, Cfp(R), Cltc's direct phone number?
Theresa M. Rosen, Cfp(R), Cltc's direct phone number is +197844*****
What schools did Theresa M. Rosen, Cfp(R), Cltc attend?
Theresa M. Rosen, Cfp(R), Cltc attended Northeastern University, Northeastern University.
What are some of Theresa M. Rosen, Cfp(R), Cltc's interests?
Theresa M. Rosen, Cfp(R), Cltc has interest in I Am Passionate About Helping Others, Outdoors/nature Enthusiast, Travelling, Art, Learning Foreign Languages, Bikram And Vinyasa Yoga, 000 For Various Charities.
What skills is Theresa M. Rosen, Cfp(R), Cltc known for?
Theresa M. Rosen, Cfp(R), Cltc has skills like Investments, Estate Planning, Strategic Financial Planning, Retirement Planning, Wealth Management, 401k, Wealth, Long Term Care, Life Insurance.
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