Our Firm
No one in America plans to fail. Most fail to plan. Working with a financial advisor and a team of professionals can help get you on a successful path.
With more than 115 years of combined experience, Hannon & Associates Financial Services is team of seasoned professionals using time-tested investment strategies to help clients pursue their investment goals. We are morally and fiscally committed to creating opportunities for our clients, whom we consider family.
Founded in 1974, we are a locally-owned investment management and retirement advisory firm focused on developing customized strategies designed to fit the needs of our individual clients.
We have no get rich quick schemes. We begin with an in-depth evaluation of your current financial situation. Once we crystalize your overall objectives, we'll focus on developing a plan to pursue your specific goals. We offer comprehensive investment strategies best suited to your needs, focusing on the four pillars of preservation, liquidity, yield of performance and taxes. Each of our clients has a unique story. The team at Hannon & Associates takes the time to listen and understand not just your finances, but your complete circumstances.
We are proud to offer a wide range of services that can be tailored to your particular needs.
Our investment and financial services include:
- Wealth Management
- Qualified and Non-Qualified Retirement Planning
- Asset and portfolio protection through insurance and annuity products
- IRA Rollovers
- Tax Advantaged and Tax Deferred Investments
- Financial Planning
- Portfolio Analysis
- Multi-Generational Wealth Planning
- Life Insurance
- Disability Insurance