Broker Check

Our Strategic Partners


Archstone Law Group                                                                                               
Estate and other law services                                                                                    


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


Salem Five Bank                                                                                                           Ed Slott and Company, LLC
Commercial and personal insurance                                                                       America's IRA Experts

Payroll services                                                                                                              Payroll Services

Professional Employer Organization (PEO) services                                                  

The above list of firms is not, and should not be construed as, a blanket recommendation, endorsement or sponsorship by Ipswich Bay Advisors, Capital Advisory Group, or United Planners of any of the firms. These firms are not affiliated with or employees of Ipswich Bay Advisors, 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.

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. Ipswich Bay Advisors, Capital Advisory Group, and United Planners have not reviewed the content of, and are not responsible for the information or the results of the third-party websites.