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Ipswich Bay Advisors

Financial advisory firm in Danvers, Massachusetts focused on retirement income, tax reduction and estate planning

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About Ipswich Bay Advisors

Ipswich Bay Advisors is a financial planning practice in Danvers, Massachusetts. Its work centres on retirement income, tax reduction and wealth management for individual clients.

Services

  • Retirement income planning: advanced strategies for drawing income once work ends.
  • Tax reduction strategies: planning designed to lower taxes on retirement accounts.
  • Estate planning: arrangements for passing assets on.
  • Long-term care planning: solutions for the cost of later-life care.
  • Written financial plans: a documented plan that sets out goals and shows gaps in a current plan.

Clients

The practice works with individuals preparing for or living in retirement. Its managing partner, Richard Cella III, acts as the client's main planner and is a member of Ed Slott's Master Elite IRA Advisor Group.

Key facts

  • Based in: Danvers, Massachusetts
  • Managing partner: Richard Cella III
  • Credentials: the partner holds CWS and AIF designations
  • Note: the firm states that Ed Slott is not affiliated with the practice

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • California
  • Business
  • It
  • Legal
  • Management
  • Tax
  • Ipswich
  • Sale
  • Andover

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