Broker Check

Our Strategic Partners


Archstone Law Group                                                                                                Rucci, Bardaro & Falzone
Estate and other law services                                                                                    Corporate and individual CPA services


Nixon & Peabody                                                                                                       MacDonald & Pangione
Corporate and ERISA law                                                                                          Home, car, property and casualty insurance


Salem Five Bank
Commercial and personal insurance                                                                              Ed Slott and Company, LLC

The above list of firms is not, and should not be construed as, a blanket recommendation, endorsement or sponsorship by Ipswich Financial, Capital Advisory Group, or United Planners of any of the firms. These firms are not affiliated with or employees of Ipswich Financial, Capital Advisory Group, or United Planners. You must decide whether to hire these firms and the appropriateness of their services. We do not supervise these firms and takes no responsibility to monitor the services they provide to you.

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