Janice Swenor (CFP®, MBA, MS)

Janice Swenor focuses in the
following client markets or areas of practice:

  • Business Owners
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Hourly Financial Planning Services, Investment Advice without Ongoing management, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning and Distribution, Women's Financial Planning Issues.

NAPFA Start Date

August 13, 2007


This Office

747 Main St Ste 120 Concord, MA 01742-3329 Phone: (978) 369-2911