Ipswich Bay Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Ipswich Bay Advisors is an integrated benefits and financial services organization.  We provide a broad set of solutions for corporations, their valued employees and high net worth individuals.  We take the time to get to know our clients, their personal goals and their specific needs.  Because we are privileged to provide services concerning the utmost private financial details, we recognize that confidentiality, professionalism and careful attention to each person’s objectives, are critical to our client’s success.  Our technical resources provide instant access to Investment Research, pending Tax Legislation, Federal and State Human Resources and Benefits regulations.  We also offer our clients a variety of benchmarking data to effectively evaluate their 401k and employee benefit programs.  

Our national team approach to delivering a coordinated advisory service model is unparalleled in the industry.  Our unique ability to deliver innovative and comprehensive advice across the spectrum of financial services, results in greater economies of scale, simplified administrative processes and a greater level of appreciation for each individual or plan participant.


SECURITIES OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES. MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC. IPSWICH BAY ADVISORS AND CAPITAL ADVISORY GROUP ADVISORY SERVICES ARE NOT AFFILIATED WITH UNITED PLANNERS FINANCIAL SERVICES.

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