SALTBOX FINANCIAL
Company Overview
Industries
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About Saltbox Financial
Description
Saltbox Financial is a fee-only financial planning firm serving individuals, couples, and families across the U.S. Offering hourly and retainer investment management, the firm also provides tax preparation and bookkeeping services to individuals and small businesses, ensuring transparent and client-focused financial guidance.
Specialties
Fee-Only Financial Planning
Hourly Investment Management
Retainer Investment Management
Tax Preparation Services
Bookkeeping for Small Businesses
Products & Services
Fee-Only Financial Planning
Investment Management
Tax Preparation Services
Bookkeeping Services
Hourly Planning Services
Contact Information
No contact information available
Competitors & Similar Companies(10)
Fidelity Investments
Massachusetts, • United States
Vanguard Group
Pennsylvania, • United States
Charles Schwab
California, • United States
Betterment
New York, • United States
Wealthfront
California, • United States
Personal Capital
California, • United States
Edward Jones
Missouri, • United States
Raymond James
Florida, • United States
Merrill Lynch
New York, • United States
TIAA
News & Media
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saltbox financial
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Frequently Asked Questions about Saltbox Financial
Where is Saltbox Financial located?
The headquarter of Saltbox Financial is located in Newburyport, Massachusetts, United States
What is the official website of Saltbox Financial?
The official website of Saltbox Financial is https://www.saltboxfinancial.co
What industry does Saltbox Financial belong to?
Saltbox Financial belongs to the Financial Services industry.
What are the specialties of Saltbox Financial?
Saltbox Financial specializes in Fee-Only Financial Planning, Hourly Investment Management, Retainer Investment Management, Tax Preparation Services, Bookkeeping for Small Businesses.
What products and services is Saltbox Financial likely to offer?
Saltbox Financial offers Fee-Only Financial Planning, Investment Management, Tax Preparation Services, Bookkeeping Services, Hourly Planning Services.
Who are the competitors of Saltbox Financial?
Competitors of Saltbox Financial are Fidelity Investments, Vanguard Group, Charles Schwab, Betterment, Wealthfront, Personal Capital, Edward Jones, Raymond James, Merrill Lynch, TIAA.
What does Saltbox Financial do?
Saltbox Financial is a fee-only financial planning firm serving individuals, couples, and families across the U.S. Offering hourly and retainer investment management, the firm also provides tax preparation and bookkeeping services to individuals and small businesses, ensuring transparent and client-focused financial guidance.
What are the social media links of Saltbox Financial?
Social media links of Saltbox Financial areLinkedIn