Our Company Values
Statewide Financial Group, Inc. incorporated in Florida in 1994. It is family operated and concentrates on providing personalized knowledgeable and warm service. Clients include seniors and younger adults, individuals, families, and businesses. 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 is a member of the Northern Palm Beaches 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.
President & Founder, Statewide Financial Group
Stuart D. Boxenbaum, the president and founder of Statewide Financial Group, is a Certified Financial Planner and is Securities and Insurance Licensed. He has a Master’s of Science in Business Management from Troy State University and a Bachelor’s of Science in Business Administration from Colorado State. He is also a former US Air Force Commissioned Officer.
Mr. Boxenbaum also believes in giving back to the community, by donating blood well over 100 times since 1991 to One Blood.
His specializations include Annuity Analysis, Estate Planning, Income Analysis, Investment Management, Life Insurance Analysis, Long Term Care Insurance, Retirement Planning, Charitable Giving, and Small Business Consulting. He works closely with other professionals such as Accountants, CPAs and Attorneys to effectuate optimized results for his clients.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
Comments are closed.