Theresa Failla

Theresa Failla Director of Operations for James E Rose, CFP® Preparing for the next step in life isn’t always easy. Member SIPC (www.sipc.org).

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Whether your goals include preparing for milestone life events like retirement or college, protecting your family'

s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I am licensed to sell insurance and securities in MA, NH, NY, OH and SC. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Supervisory address: 1 Marina Park Drive, 16th floor, Boston, MA 02210 617-585-4500

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape —...
04/08/2026

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape — through planning, saving, and smart decisions.
And with retirements now stretching 25–30 years or more, having a plan built to go the distance matters.

Let’s talk about what you need and how to create a retirement strategy built to last.

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, undersco...
04/07/2026

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.

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04/07/2026

Tax season can be a great opportunity for strengthening your financial plan. Instead of letting your refund disappear into everyday spending, consider using it to build long‑term protection for the people you care about.

Whole life insurance can offer guaranteed protection, cash value build-up, and added stability to your overall strategy. Let’s connect to discuss how it could fit your plan.

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities,...
04/07/2026

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities, and timeline.

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next s...
04/07/2026

From analyzing cash flow to planning for a child’s education and supporting aging parents, I can help you outline next steps that fit your priorities and timeline. Let's connect.

04/06/2026

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.

Understanding your options, from healthcare planning to retirement savings, is the first step to shaping your financial ...
04/06/2026

Understanding your options, from healthcare planning to retirement savings, is the first step to shaping your financial legacy. Reach out to learn more about steps you can take to make informed decisions for your financial future.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified pla...
04/06/2026

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!
04/05/2026

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.
04/02/2026

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your ...
04/01/2026

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your unique goals.

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Address

301 Edgewater Place, Suite 200
Wakefield, MA
01880

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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