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Our Services

(What we do) We provide financial services, products, and solutions to help you learn and understand how to navigate towards your goals. 

SERVICES

Cash Management

  • Cash Flow

  • Cash Reserve

  • Cash Management Options

  • Debt Management

  • Home Purchase

  • Home Refinance

  • Upcoming Large Expenses

Investments

  • Risk Tolerance Assessment

  • Employer-Sponsored Retirement Plans

  • Traditional IRA/RothIRA

  • Brokerage Accounts

  • Education Savings Accounts

  • Guaranteed Income Solutions
    ​

Protection

  • Home/Auto/Umbrella Insurance*

  • Employer Benefits​

  • Health Insurance*

  • Disability Income Insurance*

  • Long-Term Care Insurance*

  • Life Insurance

  • Beneficiary Reviews

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* Availability varies by carrier and state.

Tax Strategies, Estate, & Planning

  • Partner with CPA/Attorney/POA

  • Tax Management Strategies

  • Roth Conversions

  • Wills/Trusts

  • Legacy Planning

  • Business Continuation

  • Comprehensive Financial Planning

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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