About us

Forging a
path together

We believe planning should feel more like a conversation than a lecture. Our mission is simple: help you and your family plan for retirement with clarity and confidence. We specialize in working with business owners, K-12 teachers and staff, and administrators who want to understand their options and feel prepared for what's ahead.

Your retirement plan is a living document. As your life changes, so might your plan. When we meet, we'll review what's new and adjust your strategy accordingly. Whether you're figuring out your pension, deciding when to retire, or just sorting through all those acronyms, we're here to make it easier. And no, you don't need to bring a calculator.

Who you'll be working with

Founded by John Bannan, a former private wealth advisor, our practice was born out of a desire to serve educators who have been underserved in financial guidance. Many were left to figure it out on their own, or worse, ignored altogether. John decided to change that by creating a place where you feel respected, informed, and genuinely supported.

We believe good planning starts with good listening. We take the time to understand your goals, explain your options clearly, and never make you feel rushed or pressured. You won’t get a flashy sales pitch, just real conversations, honest advice, and a team that’s here for the long haul. If you're ready to take the next step or just want to know whether you’re on the right track, we’re happy to help.

Meet Our Team

John Bannan, CRES

Founder

201-660-7779

johnb@bannanfinancialgroup.com

Hi, I’m John Bannan, Founder of Bannan Financial Group. For more than 30 years, I’ve been helping people understand their finances and plan for the future. I’ve worked at large financial firms, but what really motivated me was seeing...

Debi Cariati

Supporting people and creating structure are two things I’ve always been passionate about. As the Administrative Assistant at Bannan Financial Group, I get to do both every day. My role includes everything from managing schedules and...

Rebecca Taylor

Every day, I get to work with great people and help keep things organized behind the scenes at Bannan Financial Group. As an Administrative Assistant, my role includes preparing documents, handling communications, scheduling meetings,...

^{Contact Us}Let's take the next step together

You don’t need to have everything figured out to take the first step. Whether you just have a few questions or you’re ready to dive into retirement planning, we’re here to help. Schedule a free call today, and let’s talk about what matters most to you.

Schedule a Call