Hi, I'm John Bannan, Founder of Bannan Financial Group. For more than 30 years, I've helped people understand their finances and plan for their future. I spent years at large financial firms, but what really pushed me to start my own practice was watching hardworking people from teachers to police officers and other public employees left to navigate pensions, 403(b) or 457(B) plans, and retirement decisions on their own, with no one translating the jargon into plain English. That never sat right with me.
I live in Northvale, New Jersey, not far from where I grew up in Dumont. It's a place where people help each other out and relationships matter, and that's the approach I bring to my work. When you call, you're calling a neighbor, not a call center.
Outside the office, you'll usually find me at the gym early, hiking along the Hudson, biking, attending live concerts or sporting events, or trying a new restaurant with friends. I'm also a father of five, and my kids are the reason I do what I do; I want the same for them. In fact, two of them are teachers too!
I work with individuals and families on retirement planning, college savings, insurance, and investment strategies. Most of my clients aren't chasing flashy returns; they want to know they're making smart, sound decisions and that their plan actually makes sense for their life. I'm an Investment Advisory Representative, which means my advice is built around what's best for you, not what pays me the most.
If we work together, here's what you can expect: I'll never recommend something I can't explain clearly, I'll tell you the truth even when it's not what you want to hear, and I'll walk you through every decision step by step.
If you're ready for a straightforward conversation about where you stand financially, call or email me, there's no pressure, just a plan you'll actually understand.