Saltbox Financial
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
30 Market St, Newburyport, Massachusetts...Website
www.saltboxfinancial.coRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
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 a range of 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 approach prioritizes client interests, ensuring a secure and accessible virtual planning experience.Explore more
Saltbox Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
JA
Jason AldredCertified Financial Planner & At Aldred, Greenwell & Lane Professional
Company Profile Activity
Activity Insights
Saltbox Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Saltbox Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Saltbox Financial.
Saltbox Financial Tech Stack
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Saltbox Financial is a fee-only financial planning firm based in Newburyport, MA, serving individuals, couples, and families across the U.S. They offer a range of services including hourly financial advice, retainer investment management, tax preparation, and bookkeeping for both individuals and small businesses. Committed to financial education, S... Read More
