Retirement Planning • Divorce Financial Analysis • Investing • Consulting

 

David Chwalek and Renee SenesThe partnership of Senes & Chwalek Financial Advisors brings clients over 45 years of combined financial experience.  While our partners bring different backgrounds and skills to the company, they share a common commitment to client service and providing independent, unbiased financial advice.

2018 WickedLocal Readers Choice Awards*   We are proud to be honored as the #1 Choice in the category of Financial Planner in Concord, as well as the Bronze winner as a Regional Favorite.  A special Thank You to our clients and friends for voting for us! 

Our goal is to educate our clients and create long-term relationships as partners in their financial success.  Our hands-on, collaborative approach empowers our clients and leaves them feeling confident about their future.

Renee and David are active members of their communities and conveniently work out of offices in historic Concord, Massachusetts.  They are available to meet with clients at either office location, as well as at your home or office.

 

 

 

  • Investment and asset management
  • Fee-based and hourly financial consulting
  • Retirement planning
  • Divorce financial planning
  • Stocks, bonds, mutual funds, ETFs
  • Estate planning
  • Small business retirement plans
  • College funding
  • IRAs and Roth IRAs
  • 401(k) distribution options
  • Life, disability and long term care insurance
  • Fixed and variable annuities

 

* 2018 WickedLocal Readers Choice Award winners determined by highest number of votes received at wickedlocal.com.  No fee was paid for consideration.

Our new book, Money & Divorce: Costly Mistakes You Don't Want to Make, is now available on amazon.com!

Money & Divorce: Costly Mistakes You Don't Want to Make

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Money & Divorce Book

"Money & Divorce: Costly Mistakes You Don't Want to Make" is now available to the public.

Money & Divorce Book
hero-image

Concord Offices
81 Middle Street
Concord, MA 01742
Phone: (978) 369-2255

26 Hawthorne Village
Concord, MA 01742
Phone: (978) 776-6155