Saltbox Financial

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30 Market St

Newburyport, MA 01950

+1 (978) 572-2071

http://www.saltboxfinancial.co

Saltbox Financial is an independent, fee-only financial planning firm based in Newburyport, MA, offering comprehensive financial services to individuals and families across the country. With a focus on education and empowerment, they prioritize teaching their clients about the power of smart planning and investing, helping them achieve big and small goals such as retirement and education costs.

As a triple fiduciary, Saltbox Financial takes their financial oath seriously, ensuring that their clients' interests always come first. With industry-leading technology, they provide secure and accessible virtual financial planning services, allowing clients to take control of their future and reduce financial worries, ultimately giving them the freedom to dream bigger for their lives.

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Reviews

5.06 reviews

Elizabeth T.

12/19/2017

My wife and I met with Vera to make sense of our finances after getting married this past summer. The next six months will involve considerable life changes in geography and career for both of us;...

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H K.

1/27/2019

Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided advice on things I didn't even remember mentioning. From SSDI asset protection, to different bank...

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Bill M.

5/18/2018

My wife and I met with Vera this week to discuss our financial future in retirement, hiring her on a one-time hourly basis. I'm an engineer in my mid-60's who has always done ALL of our family's...

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Michelle W.

11/17/2015

Vera is the best! As a knowledgeable, skilled and patient financial planner who shares my values and is located right in Jamaica Plain, she has helped me with everything from setting budgets to...

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S D.

11/2/2015

Vera is a thoughtful and knowledgeable financial planner and generally great human being. I have known Vera for a while and knew she was a financial planner but didn't really take any notice until...

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United States›Massachusetts›Newburyport›Saltbox Financial