Steven A Tennant

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Steven A Tennant, CFP®
Wealth Management Advisor

4 Rosell Dr Ste 100
Ballston Lake, NY 12019-1429

Phone: 518-690-7932

Fax: 518-690-0260

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My Team

When it comes to helping you reach your goals, our team is here to service and anticipate your needs.  Jeremy Berry, Ryan Wade, Nancy Monroe, Kim McGuiness, and I continually serve you by combining our talents and resources to provide exceptional service and support that you deserve. 

Utilizing a team of professionals with over 39 years of experience that come from a variety of backgrounds, we will give you the best chance of success and we will not only help you manage your financial plan but also your expectations. 

We will work hard to get to know you and your preferences.  In doing so, our goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard-earned money, and to help create the secure future you want for yourself and your loved ones.

To learn more about our team members, click on My Team. We look forward to serving your needs.  

 

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

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Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

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