Saltbox Financial
Financial Services • 
Amesbury, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 110 Haverhill Rd, Amesbury, Massachusetts 01913, US |
| Phone number | +19785722071 |
| Website | |
| NAICS | 52 |
| Keywords | Alternative Investments, Socially Responsible Investments, Custom Portfolios, Accessible Financial Planning, Cdfi And Community Investments, Whole Life Planning |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Saltbox Financial
Vera Kelsey-Watts
Owner & Financial Planner
Saltbox Financial Email Formats
Saltbox Financial uses 1 email format. The most common is {first name} (e.g., john@saltboxfinancial.co), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@saltboxfinancial.co | 100% |
About Saltbox Financial
Saltbox Financial is a boutique, women-owned, fee-only financial planning firm based in Amesbury, Massachusetts. We provide fiduciary financial planning services by the hour and on retainer. We pride ourselves on providing creative, values-based financial planning services with a personalized touch to clients of all backgrounds and income levels. We operate under the principles of cooperative work – everybody has input and we value the collective mind. Saltbox is on the forefront of impact investing and we advise our clients on investing all along the social impact spectrum, from basic ESG funds to out-of-market investments in community development funds. This is a LGBTQ+ friendly firm with a large contingent of non-traditional families as clients. We consider ourselves a safe haven for those who are historically underrepresented in the financial industry, both as clients and as employees.
Saltbox Financial revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Saltbox Financial has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Saltbox Financial has never raised funding before.
Saltbox Financial Tech Stack
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Frequently asked questions
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