Investments • Retirement Planning • Consulting • Divorce Financial Analysis

 

The partnership of Senes & Chwalek Financial Advisors brings clients over 40 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.

Renee and David are active members of their communities and conveniently work out of offices in Harvard, MA and Concord, MA, respectively.  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) rollovers
  • Life, disability and long term care insurance
  • Fixed and variable annuities

 

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.

 

Check out our Money and Divorce blog

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