Senes & Chwalek Financial Advisors - Concord, Massachusetts

Senes & Chwalek Financial Advisors

Address: 54 Junction Square Dr, Concord, MA 01742, United States.

Phone: 9783692255.

Website: senesandchwalek.com.

Especialidades

Financial planner

Otros datos de interés

Identifies as women-owned, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opiniones

This company has 2 reviews on Google My Business.

The average opinion is 5/5.

Dave Schwalek is an excellent financial planner. He explains well the difference between risks portfolios and a very trustworthy honest finance professional. Highly recommended

Dave Schwalek is an excellent financial planner. He explains well the difference between risks portfolios and a very trustworthy honest finance professional. Highly recommended

I have been a Realtor for 21 years and a Concord resident for the past 10 years and David has been my financial adviser for the more than 15 years. He does an excellent job balancing risk versus reward and helping with setting up my SEP, kids college funds, roth 401k. He is an extremely knowledgeable financial adviser and I highly recommend him.

👍 Reviews of Senes & Chwalek Financial Advisors

Tom M.

5/5

I have been a Realtor for 21 years and a Concord resident for the past 10 years and David has been my financial adviser for the more than 15 years. He does an excellent job balancing risk versus reward and helping with setting up my SEP, kids college funds, roth 401k. He is an extremely knowledgeable financial adviser and I highly recommend him.

Ruslan B.

5/5

Dave Schwalek is an excellent financial planner. He explains well the difference between risks portfolios and a very trustworthy honest finance professional. Highly recommended!