We are now available for Zoom video conferences regarding investing, financial planning and divorce issues.

 

David Chwalek and Renee SenesThe partnership of Senes & Chwalek Financial Advisors brings clients over 50 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.

We have added a new section to our site, Market Updates, which shares our ongoing perspective on the COVID-19 situation as well as other relevant information.

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.

 

 

 

 

 

 

  • 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

 

2019 WickedLocal Readers Choice Awards*   We are proud to be honored as the #1 Choice in the category of Financial Planner in Concord.  This is our second year in a row and we want to say Thank You to our clients and friends for voting for us!

* 2019 WickedLocal Readers Choice Award winners determined by highest number of votes received at wickedlocal.com.  No fee was paid for consideration.

 

Our 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