Statewide Financial Group
Financial Services - Jupiter, FL, US
Statewide Financial Group Employees
Stuart Boxenbaum
President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor
Statewide Financial Group Details
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.
Statewide Financial Group Technologies
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