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, objective 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.