Ipswich Bay Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

150a Andover St Ste 2, Danvers, Massachu...

Phone Number

(978) 777-6554

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ipswich Bay Advisors

Ipswich Bay Advisors and Naples Bay Wealth Management specializes in comprehensive financial services including retirement planning, tax planning, investment management, and financial planning. They cater to individuals and businesses seeking customized wealth management strategies and insights for financial growth. The firm is led by Richard Cella III, a member of Ed Slott's Master Elite IRA Advisor Group, emphasizing advanced retirement account and tax planning strategies. Their commitment to excellence and customer service ensures that they advocate for what is most important to each client.Explore more
Ipswich Bay Advisors's Social MediaPopular SearchesIpswich Bay AdvisorsIpswich Bay Advisors IncIpswich BayCella RichardIpswich Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Ipswich Bay Advisors Org Chart

PhoneEmail
BL
United States flag for contact location.

Managing Director, Aif, Retirement Plan Servi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ipswich Bay Advisors

<$5M
11-50
Private
-
1998
BL
Brody LedinghamManaging Director, Aif, Retirement Plan Services
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
$5M
11-50
Private
-
2000
TL
Tara LargentOffice Manager
<$5M
11-50
Private
-
2009
MC
Martin CramerChief Compliance Officer
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
1998
JR
Jeffrey RoeWealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ipswich Bay Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ipswich Bay Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ipswich Bay Advisors.

Ipswich Bay Advisors Tech Stack

A closer look at the technologies used by Ipswich Bay Advisors

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Frequently Asked Questions Regarding Ipswich Bay Advisors

What is Ipswich Bay Advisors's official website?
Ipswich Bay Advisors's official website is www.ipswichfinancial.com
What is Ipswich Bay Advisors's Revenue?
Ipswich Bay Advisors's revenue is <$5 Million
What is Ipswich Bay Advisors's SIC code?
Ipswich Bay Advisors's SIC: 62,628
What is Ipswich Bay Advisors's NAICS code?
Ipswich Bay Advisors's NAICS: 52,523
How many employees does Ipswich Bay Advisors have?
Ipswich Bay Advisors has 11-50 employees
What industry does Ipswich Bay Advisors belong to?
Ipswich Bay Advisors is in the industry of: Finance, Securities Trading
What is Ipswich Bay Advisors competition?
Ipswich Bay Advisors top competitors include: Teton Wealth Management, Kolinsky Wealth Management, JLB Wealth Management Group, JDR Wealth Management
What technology does Ipswich Bay Advisors use?
Some of the popular technologies that Ipswich Bay Advisors uses are: Microsoft SharePoint, Cloudflare Website Optimization, Proofpoint, Google Font API
How do I contact Ipswich Bay Advisors?
Ipswich Bay Advisors contact info: Phone number: (978) 777-6554 Website: www.ipswichfinancial.com
What does Ipswich Bay Advisors do?

Ipswich Bay Advisors and Naples Bay Wealth Management specializes in comprehensive financial services including retirement planning, tax planning, investment management, and financial planning. They cater to individuals and businesses seeking customized wealth management strategies and insights for financial growth. The firm is led by Richard Cella... III, a member of Ed Slott's Master Elite IRA Advisor Group, emphasizing advanced retirement account and tax planning strategies. Their commitment to excellence and customer service ensures that they advocate for what is most important to each client.Read More

What are Ipswich Bay Advisors social media links?
Ipswich Bay Advisors Linkedin page Ipswich Bay Advisors Facebook page
Is Ipswich Bay Advisors a public company?
Ipswich Bay Advisors is private company therefore does not currently have an official ticker symbol
See more information about Ipswich Bay Advisors

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