Focus in the employee benefits business is a responsibility not taken lightly at Ipswich Bay Financial Resources.  Having clear focus means having a clear direction for your business, having the expertise to adequately advise companies, and having the strength and ability to adapt responsibly to a changing world. 

Ipswich Bay Financial Resources has provided employee benefits and financial services for more than 10-years.  We represent over 120 clients and growing.  Our strategy to grow our business one client at a time has proven to be the key to our success.   

Reputation - Each member of the Ipswich Bay Financial Resources Team believes strongly in earning the right to service clients. We take the time to know our clients and their specific needs. Because we are privileged to provide service concerning the utmost private financial details, we recognize that confidentiality and professionalism, combined with personal attention are key drivers in building our reputation.

Knowledge and Resources - Through proactive efforts and continuous research, Ipswich Bay Financial Resources keeps abreast of industry trends and products. We partner with several resourceful vendors to provide products and services that will positively impact client objectives and streamline processes.  We offer corporate clients a training program called “Life Planning for Retirement” – through it, participants emerge with situational analysis and individual plans for financial growth and protection.

Career Benefits Professionals - At the core of Ipswich Bay Financial Resources are great people.  Many have advanced degrees in accounting, business, and human resources. We are proud to provide a level of service that only a small, focused, company can provide. Because we take a team approach – our clients value the high level of service they receive with each interaction.  We invite you to experience what personal service from real professionals can mean to you and your business.

The hallmarks of Ipswich Bay Financial Resources focus on our proactive approach, our value added benefits and superior client services.  The value of working with Ipswich Bay Financial Resources is demonstrated through our competitive advantages:

• Our team of educated & experienced professionals. Clients get the benefit of our combined credentials of graduate, undergraduate and insurance & financial certifications;
• Ipswich Bay Financial Resources has a client retention rate of 95% over the past ten years;
• We assign each client a personal account manager to make it easier for our clients to work with us;
• Our firm encourages our client’s employees to call us, with most issues resolved immediately, and all calls returned within one business day;
• Our high level of integrity is built on the foundation of an independent benefits and financial services company with no proprietary products or relationships;
• Our service delivery model includes customized employee benefits consultation coupled with human resources administration;
• Our firm is uniquely qualified to deliver a combination of HR advisory services, compliance reviews and financial education by highly qualified professionals

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