Ipswich Bay Advisors* is an integrated benefits and financial services organization, providing a broad set of solutions for corporations, their valued employees and high net-worth individuals.
Our expertise and agility provide a unique ability to deliver innovative and comprehensive advice across the spectrum of financial services. This often results in greater economies of scale, simplified administrative processes and a greater level of appreciation for each individual, plan participant or business owner.
*Securities offered through United Planners Financial Services. Member FINRA/SIPC. Advisory services offered through Capital Advisory Group Advisory Services, LLC. Insurance products offered through Ipswich Bay Advisors, Inc. Ipswich Bay Advisors, Capital Advisory Group Advisory Services and United Planners are independent companies.
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.