Saltbox Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

30 Market St, Newburyport, Massachusetts...

Phone Number

(978) 572-2071

Revenue

<$5 Million

Industry

Finance Securities Trading

About Saltbox Financial

Saltbox Financial is a fee-only financial planning firm based in Newburyport, MA, serving individuals, couples, and families across the U.S. They offer services including hourly financial advice, retainer investment management, tax preparation, and bookkeeping for both individuals and small businesses. Committed to financial education, Saltbox aims to empower clients to take control of their financial futures without any minimum asset or income requirements. Their technology-driven approach ensures secure and accessible virtual financial planning.Explore more
Saltbox Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Saltbox Financial Org Chart

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JR
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Manager, Tax & Financial Paraplanner

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Certified Financial Owner & Planner

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LM
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Investment Advisor & Representative

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Compare Similar Companies to Saltbox Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saltbox Financial

<$5M
1-10
Private
-
1999
JR
Jenna RodriguesManager, Tax & Financial Paraplanner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
2015
SG
Scott GriffinDeputy Chief Compliance Officer
Illustration of an envelope

Saltbox Financial Tech Stack

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Frequently Asked Questions Regarding Saltbox Financial

What is Saltbox Financial's official website?
Saltbox Financial's official website is www.saltboxfinancial.co
What is Saltbox Financial's Revenue?
Saltbox Financial's revenue is <$5 Million
What is Saltbox Financial's SIC code?
Saltbox Financial's SIC: 62,628
What is Saltbox Financial's NAICS code?
Saltbox Financial's NAICS: 52,523
How many employees does Saltbox Financial have?
Saltbox Financial has 1-10 employees
What industry does Saltbox Financial belong to?
Saltbox Financial is in the industry of: Finance, Securities Trading
What is Saltbox Financial competition?
Saltbox Financial top competitors include: Aurora Private Wealth, Dowd Financial Group
What technology does Saltbox Financial use?
Some of the popular technologies that Saltbox Financial uses are: Cloudflare Website Optimization, Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Saltbox Financial?
Saltbox Financial contact info: Phone number: (978) 572-2071 Website: www.saltboxfinancial.co
What does Saltbox Financial do?

Saltbox Financial is a fee-only financial planning firm based in Newburyport, MA, serving individuals, couples, and families across the U.S. They offer services including hourly financial advice, retainer investment management, tax preparation, and bookkeeping for both individuals and small businesses. Committed to financial education, Saltbox aims... to empower clients to take control of their financial futures without any minimum asset or income requirements. Their technology-driven approach ensures secure and accessible virtual financial planning.Read More

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

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