Form CRS Client Relationship Summary

978.777.6554

Home
Relationship Summary-Reg BI
- Client Relationship Summary CAGAS
- Client Relationship Summary United Planners
About
Personal Wealth
401(k)
Client Login
Contact

Form CRS Client Relationship Summary

Download PDF

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, 65, 66

iba@ipswichfinancial.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory services offered through Capital Advisory Group Advisory Services LLC and securities are offered through United Planners Financial Services of America, a Limited Partnership. Member FINRA/SIPC. Ipswich Bay Advisors and Capital Advisory Group Advisory Services are not affiliated with United Planners Financial Services.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Capital Advisory Group Advisory Services nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites. The list of professionals should not be construed as a blanket recommendation, endorsement or sponsorship by United Planners Financial Services. You must decide whether to hire these persons or firms and the appropriateness of their services. These firms are not affiliated with or employees of United Planners. United Planners does not supervise these firms and takes no responsibility to monitor the services they provide to you.

This information is intended for use only by residents of California, Florida, Maine, Massachusetts and New Hampshire. Securities- and insurance- related services may not be provided to individuals residing in any state not listed above.