Our Services

At Bannon & Company, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also want to create an enjoyable long-term relationship.

Once we complete planning and investment tasks, it doesn’t end there. We’ll monitor the progress your money is making. And we’ll communicate regularly with you to make sure your plan and investments reflect your current life circumstances.

Our services (business and personal) include:

Financial Planning

  • Retirement income planning
  • Estate planning coordination
  • Insurance planning
  • Education planning
  • Portfolio evaluation
  • Risk tolerance assessment
  • Corporate benefits analysis


Investment Management

  • Portfolio design/implementation/monitoring using
  • Stocks
  • Bonds/CDs
  • Mutual funds
  • Exchange-traded funds
  • Fixed/variable annuities


Retirement Plan Implementation, Rollover, and Distribution

  • 401(k)
  • Profit sharing
  • 403(b)
  • 457
  • Traditional/Roth IRA
  • Defined benefit