Awards
2024 Forbes Best-In-State Wealth Management Team
The Honan Group was named to 2024 Forbes Best-In-State Wealth Management Team
2023 Forbes Best-In-State Wealth Management Team
The Honan Group was named to 2023 Forbes Best-In-State Wealth Management Team
2018 Lifetime Achievement Award - Maine State Golf Association
On September 7th, 2018 Dan was presented the Lifetime Achievement Award for Philanthropy from the Maine State Golf Association.
Our Team
The Honan Group of Janney Montgomery Scott works hard every day to uphold Janney's mission by putting our clients first. Our clients remain at the forefront of our decision making process at all times, and the achievement of our client's goals becomes our definition of success.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Morrison Center Shot in the Dark Golf Tournament
Nighttime golfers chip in at Morrison Center fundraiser
Girls on the Run
Nellie is a volunteer coach with the Girls on the Run team at Falmouth Elementary School.
2019 Day at the Ballpark
Perfect weather and a great baseball game accompanied our 15th Annual Client Appreciation night at the Portland Sea Dogs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information
Office hours:
US Equity Market Hours: M-F 9:30am-4pmEST
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.