Tennant Financial

Tennant Financial Trusting us to be a partner in your financial life is an honor that we don't take lightly.

Financial advisor serving the Ballston Lake area and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. At Tennant Financial we are committed to providing you with individualized attention, expert advice and top-notch service. We firmly believe that with our guidance and coaching you can make sound fin

ancial decisions for you and your family. We work hard to help ensure that our clients find comfort in knowing that Tennant Financial is in their corner.

👩‍💼📈 Women are rewriting the path to leadership—and entrepreneurship is leading the way. With women now owning over 40% ...
05/29/2026

👩‍💼📈 Women are rewriting the path to leadership—and entrepreneurship is leading the way. With women now owning over 40% of U.S. businesses, ownership is becoming a powerful route to autonomy, flexibility, and long‑term wealth. Read the blog to explore why more women are choosing to build—and own—their futures.

Entrepreneurship is increasingly becoming an alternative route to influence, autonomy and long-term wealth as women entrepreneurs pursue goals seemingly less accessible in the corporate world.

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and...
05/27/2026

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and economic indicators to investment trends and planning insights. It’s your place to stay current and confident. Check back weekly for fresh insights that help you stay ahead.

Memorial Day is a time to honor and remember the brave men and women who gave their lives in service to our country. We ...
05/25/2026

Memorial Day is a time to honor and remember the brave men and women who gave their lives in service to our country. We reflect with gratitude on their sacrifice and extend our respect to the families who carry their legacy forward. 🕊️

Our offices and the markets are closed today.

👨‍👩‍👧‍👦💙 International Day of Families is a time to recognize the importance of family in all its forms. Families are th...
05/22/2026

👨‍👩‍👧‍👦💙 International Day of Families is a time to recognize the importance of family in all its forms. Families are the foundation of our communities, providing support, stability, and connection through every stage of life. Today, we celebrate the bonds that bring us together and help us move forward.

🪣 Not all retirement dollars serve the same purpose—and that’s where the Retirement Bucket Strategy comes in. Separating...
05/18/2026

🪣 Not all retirement dollars serve the same purpose—and that’s where the Retirement Bucket Strategy comes in. Separating assets into short‑, mid‑, and long‑term buckets can help manage risk, create income stability, and reduce stress during market volatility. Structure matters when planning for decades of retirement.

👉 See how strategic planning supports confident retirement outcomes: https://www.tennant-financial.com/retirement-planning

🍽️💡 Warren Buffett is bringing back his legendary charity lunch—this time with an all‑star twist. Partnering with NBA ic...
05/15/2026

🍽️💡 Warren Buffett is bringing back his legendary charity lunch—this time with an all‑star twist. Partnering with NBA icon Stephen Curry and entrepreneur Ayesha Curry, the revived tradition blends investing wisdom, philanthropy, and star power for a powerful cause.❤️ Read the blog to learn how this iconic event is making a meaningful comeback.

The billionaire spearheaded the initiative for over two decades, but stopped the practice in 2022.

⏳ For affluent retirees, when you claim Social Security can be just as important as how much you’ve saved. Delaying bene...
05/11/2026

⏳ For affluent retirees, when you claim Social Security can be just as important as how much you’ve saved. Delaying benefits can increase lifetime income and add stability—especially when coordinated with longevity and tax planning. It’s not about need, it’s about strategy.

👉 Explore personalized retirement planning: https://www.tennant-financial.com/retirement-planning

💐💙 Happy Mother’s Day to all the moms and mother figures who lead with love, strength, and care every day. We celebrate ...
05/10/2026

💐💙 Happy Mother’s Day to all the moms and mother figures who lead with love, strength, and care every day. We celebrate the impact you make on families, communities, and generations to come. 🌷✨

Address

Ballston Lake, NY

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

Telephone

+15184065286

Alerts

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