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Core of Ipswich Bay Advisors Beware The Tax Man and Your IRA Flexible Investment Models For Each Investor Tracking Performance

Core of Ipswich Bay Advisors

At the core of Ipswich Bay Advisors are dedicated, experienced financial advisors with extensive expertise in Retirement Planning, Wealth Management and 401k plan services.

Beware The Tax Man and Your IRA

Imagine your IRA value and how that will be affected by an increase in income tax rates. Then consider how planning to lower your taxes in retirement can help make your money last years longer.

Flexible Investment Models For Each Investor

Holding ourselves to a fiduciary standard, we use advanced investment analytics to provide actively managed portfolio options customized to each individual investor's personal investment objective.

Tracking Performance

We offer our corporate clients comprehensive respected fiduciary management and benchmarking systems to effectively manage their 401k plan and investment choices.

Your Success is Our Most Valuable Asset

Schedule a Free One Hour Strategy Session with Richard Cella today!


Ipswich Bay Advisors is a personal wealth and 401K plan management organization providing comprehensive financial solutions to address your goals and objectives for Retirement, Wealth Management and Tax Planning. 

We help people become Financially Independent through:

              -   Comprehensive Retirement Planning

              -  Customized Tax Reduction strategies and

              -  Research Based “Relative Strength” Investing.  

“We use a time-tested 6 Step Process to help our clients lower taxes, avoid costly mistakes and establish sound wealth management strategies.” — Richard Cella III

Our 401k team offers ERISA expertise and well-regarded Fiduciary management systems to assist small businesses in offering qualified retirement plans like 401k's to their valued employees.  We take much of the burden off our business owner's shoulders so they can focus on the business at hand while being confident they are meeting all of their fiduciary obligations. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


View trailerThe Tax Train is Coming

FOR INFORMATION ON OUR NEXT VIRTUAL CLASS THROUGH ENDICOTT COLLEGE, PLEASE EMAIL:

akraft@ipswichfinancial.com

Contact us to Schedule a Free One Hour Strategy Session with Richard Cella today!

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through Capital Advisory Group Advisory Services, LLC. Ipswich Bay Advisors, Capital Advisory Group Advisory Services and  LPL Financial are independent companies.




Contact

Ipswich Bay Advisors

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Capital Advisory Group Advisory Services, LLC, a registered investment advisor. Capital Advisory Group Advisory Services, LLC and Ipswich Bay Advisors are separate entities from LPL Financial.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.

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