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Our Process

Broker Check

©2021-2025 by Congress Street Financial Group ™. 

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RICP conferred by the American College

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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.

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https://www.lpl.com/lpl-enterprise.html

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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, MA, 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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