The 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, personalized financial advice.

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 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.