McKenna Financial

McKenna Financial McKenna Financial is a family-owned financial firm providing individuals & business owners with a broad range of financial services and products since 1949.

The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949 when my grandfather quit his job working for Northern Pacific Railroad to become a New York Life agent. My father joined the organization in June of 1974, I followed suit in 2004, and my sister joined in 2013. In addition to our family members, we are also fortunate to have other talented advisers and staff on our team who are passionate about helping our clients achieve their financial goals.

Dreaming of early retirement? With the right strategies and saving habits, financial independence is within reach. Check...
03/26/2026

Dreaming of early retirement? With the right strategies and saving habits, financial independence is within reach. Check out these tips to plan for your future…

Want to retire early? Use these retirement planning tips to increase your retirement savings, determine where you'll live, and more through your golden years!

Here’s to celebrating Meghann and another year of dedication and positive energy. We're grateful for all you bring—and t...
03/23/2026

Here’s to celebrating Meghann and another year of dedication and positive energy. We're grateful for all you bring—and thrilled for what lies ahead.

Happy Birthday, John! Your dedication and expertise are invaluable to our team. Wishing you a fantastic day filled with ...
03/22/2026

Happy Birthday, John! Your dedication and expertise are invaluable to our team. Wishing you a fantastic day filled with joy and celebration. Here's to another great year together!

03/20/2026
Recognizing when an older adult needs caregiving assistance can be challenging. Here are 9 warning signs that it may be ...
03/19/2026

Recognizing when an older adult needs caregiving assistance can be challenging. Here are 9 warning signs that it may be time to step in.

This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

03/16/2026

: “Sometimes the questions are complicated, and the answers are simple.” – Dr. Seuss

One of the biggest estate planning mistakes is assuming that having documents like a will or trust equates to a complete...
03/12/2026

One of the biggest estate planning mistakes is assuming that having documents like a will or trust equates to a complete plan. Ensure your estate plan is comprehensive and up-to-date to protect your legacy.

Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan.

03/09/2026

: “Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.” ~Winston Churchill

Retirement is becoming harder to achieve, and women often have less saved than men. Explore the gender gap and its impac...
03/05/2026

Retirement is becoming harder to achieve, and women often have less saved than men. Explore the gender gap and its impact on the future of retirement.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

03/02/2026

: “Football is like life - it requires perseverance, self-denial, hard work, sacrifice, dedication and respect for authority.” ― Vince Lombardi

Address

1711 W College St
Bozeman, MT
59715

Telephone

+14065875166

Website

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