Statewide Financial Group, Inc Email Formats

Financial Services • Jupiter, Florida, United States • 1-10 Employees

Key Contact at Statewide Financial Group, Inc

Stuart D. Boxenbaum

President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor

Company overview

Headquarters	116 Intracoastal Pointe Drive, Suite 200, Jupiter, FL 33477, US
Website	floridamoneyview.com
NAICS	52
Keywords	Investment Planning, Wealth Management, Retirement Planning, Long Term Care Insurance, Estate Planning, Investment Management, Income Analysis, Life Insurance Analysis
Founded	1994
Employees	1-10

About Statewide Financial Group, Inc

Statewide Financial Group, Inc. is family operated and concentrates on providing personalized, knowledgeable and warm service. Clients include adults of all ages, individuals, couples, families, and businesses. While most clients live and work in the Northern Palm Beach and Martin County area, from West Palm Beach to Stuart, many reside part-time in other states. Clients receive a series of personal consultations where need-based goals are discussed and analyzed. An investment plan is then presented, and if approved, placed in motion. Statewide Financial Group, Inc. is a member of the Northern Palm Beach County Chamber of Commerce and the South Florida Better Business Bureau. Interested persons may contact the Florida Department of Financial Services or the Board of Certified Financial Planners for more information. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Statewide Financial Group are independent of each other. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Statewide Financial Group, Inc has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Statewide Financial Group, Inc has never raised funding before.

Frequently asked questions

Statewide Financial Group, Inc is located in Jupiter, Florida, US.

Statewide Financial Group, Inc was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Statewide Financial Group, Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Statewide Financial Group, Inc

Stuart D. Boxenbaum

President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor

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