Senes & Chwalek Financial Advisors is a highly experienced partnership based in Harvard, MA, offering a wide range of financial services including investment and asset management, retirement planning, divorce financial planning, and estate planning. With over 50 years of combined financial experience, their dedicated team is committed to providing independent and personalized financial advice to their clients. Their hands-on, collaborative approach empowers clients and helps them feel confident about their financial future.
Conveniently located in historic Concord, Massachusetts, Renee and David, the partners of Senes & Chwalek Financial Advisors, are active members of their communities. They offer fee-based and hourly financial consulting, and specialize in various investment options such as stocks, bonds, mutual funds, and ETFs. Additionally, they provide services for college funding, IRAs and Roth IRAs, small business retirement plans, and insurance solutions including life, disability, and long-term care insurance. Their dedication to client service and their commitment to education make them trusted partners in their clients' financial success.
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