Tennant Financial

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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 financial 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.

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and...
10/28/2026

📊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.

🎃 What's your biggest financial fear?Whether it's debt, retirement, or unexpected expenses, taking action today can help...
10/27/2026

🎃 What's your biggest financial fear?

Whether it's debt, retirement, or unexpected expenses, taking action today can help turn financial stress into confidence.

Read the blog for more tips. 👻👇

There are some scary things that can haunt us day after day and night after night: our personal finances. Here are a few strategies to help you overcome your greatest money fears so that you can begin crushing your financial goals:

AI is changing the investing landscape, but fundamentals still matter. 🤖📈 Strong leadership, financial health, and a cle...
10/26/2026

AI is changing the investing landscape, but fundamentals still matter. 🤖📈 Strong leadership, financial health, and a clear business strategy remain key when evaluating opportunities. Read the blog to learn more.

Amidst AI hype, investors must focus on fundamentals.

Retirement planning isn't simply about reaching a number. It's about creating confidence in the life you want to live.Su...
10/23/2026

Retirement planning isn't simply about reaching a number. It's about creating confidence in the life you want to live.

Successful retirement planning often requires thoughtful coordination between income sources, investment strategies, healthcare considerations, taxes, and long-term goals. The more these elements work together, the more prepared you may feel for the next chapter.

A comprehensive plan can help turn uncertainty into a clearer path forward.

Explore our retirement planning philosophy: https://www.tennant-financial.com/retirement-planning

Building a strong retirement doesn't happen by chance.Discover the habits and strategies many top retirement savers use ...
10/20/2026

Building a strong retirement doesn't happen by chance.

Discover the habits and strategies many top retirement savers use to stay focused on their long-term goals.

Read the blog for more. 👇

A common rule of thumb suggests saving enough to replace 70% to 80% of your pre-retirement income to maintain your lifestyle in retirement. For the average American, it may be challenging to build a nest egg this large, but not for the top 10%.

Estate planning isn't just about documents. It's about the people and values you leave behind.A well-designed estate pla...
10/19/2026

Estate planning isn't just about documents. It's about the people and values you leave behind.

A well-designed estate plan can help ensure your wishes are clearly communicated while supporting the people and causes that matter most to you. Reviewing your estate strategy periodically can help keep it aligned with changes in your life and goals.

Estate planning is an important component of a comprehensive financial plan and often works best when coordinated alongside your broader wealth strategy.

Learn more: https://www.tennant-financial.com/estate-planning

Running a business means making decisions every day. Your financial strategy should provide clarity for the ones that ma...
10/16/2026

Running a business means making decisions every day. Your financial strategy should provide clarity for the ones that matter most.

Women business owners often face unique opportunities and challenges as they balance business growth, personal financial goals, retirement planning, and long-term wealth preservation.

The right planning approach can help bring those pieces together into a coordinated strategy designed around your goals and priorities.

Learn more about who we serve: https://www.tennant-financial.com/who-we-work-with

AI is transforming industries, but is all the hype justified?Before jumping to conclusions about an AI "bubble," it's im...
10/15/2026

AI is transforming industries, but is all the hype justified?

Before jumping to conclusions about an AI "bubble," it's important to understand the potential risks, opportunities, and economic impacts behind the headlines.

Read the blog for more insights. 👇

Is the AI spending boom a bubble—or a powerful economic tailwind? The more useful question may be how leaders can manage the risks while still participating in the opportunity.

Address

Ballston Lake, NY

Opening Hours

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

Telephone

+15184065286

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