Congress Street Financial Group

Congress Street Financial Group is a full-service financial practice that works with individuals and business owners on financial planning, investment management, retirement planning, tax planning, risk management and estate planning. The firm's approach centers on personal goals, with advisors coaching clients through major life decisions and planning for the unexpected.

The team includes financial planners, a financial advisor and an office manager, and the firm works with a select number of clients who share its values. Securities and investment advisory services are offered through LPL Enterprise, and the firm does business in Maine along with several other states. Its office is at 1266 Congress Street in Portland, Maine.