Awards
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.
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 provide a personalized plan designed to meet your 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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 16, 2023
Tax & Estate Planning Virtual Seminar
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.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
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.