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Let us guide you

"Your Voice, Your Vision: Charting Your Financial Journey Together"

We are a full-service financial practice committed to helping you pursue your life dreams. We offer a wide range of financial services, and products to help individuals and business owners. We strive to empower you to better identify your goals and make sound decisions. We want to be there for you, so you never have to make financial decisions alone.
 

Our Mission

(Why) Our mission is to work closely with a select number of individuals, that share similar values to ours, to coach them and help them reach their life and financial goals. We will do this using our advanced knowledge to guide them through life challenges and help them plan for the unexpected. 

We will strive to offer the best service and to pursue the highest standard of honesty and integrity, and to commit ourselves to building  long-term relationships based on trust. 

Our Vision

We want to be regarded as one of the most highly knowledgeable financial teams in our community, and to use our training and knowledge to improve people’s lives.

Congress Financial Group Team Members
Broker Check

©2021-2024 by Congress Street Financial Group ™. 

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Congress Street Financial Group and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular
situation.

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

 

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

 

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Congress Street Financial Group or Prudential.


Congress Street Financial Group does business in the following states:
Securities: [CT, FL,  MA, ME, NH, NC, NY]
Life Insurance: [CT, FL,  MA, ME, NH, NC, NY]
Variable Life Insurance: [CT, FL, IMA, ME, NH, NC, NY]
Mutual Funds: [CT, FL, MA, ME, NH, NC, NY]
Fixed Annuities: [CT, FL,  MA, ME, NH, NC, NY]
Variable Annuities: [CT, FL, MA, ME, NH, NC, NY]
Property & Casualty: [ME & NH]
1065631-00001-00

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