about us

At Statewide Financial Group, we desire to get you to a better state heading into retirement.

Statewide Financial Group’s Simple Process

Great effort goes into building a complete picture of your financial situation and developing a unique plan just for you. We utilize a client-focused approach that enhances the happiness of our clients and emphasizes our ongoing relationship. We know that every person has a different vision for their dream retirement, we can help get yours there.

connect

At our first meeting, we will connect with each other and lay the baseline down for your expectations. This time is dedicated towards getting to know you and your goals for retirement. We will also discuss any plan that you currently have in place and how you would like to improve it.

1.

create

Then, we will take your goals for retirement and design a personalized plan to meet your individual needs and wants. We will never push any financial product or service on you because we want you to be totally confident in all parts of your plan. This time will be spent explaining the various products that could benefit you going into retirement.

2.

3.

Implement

Once we have discussed thoroughly and you are confident in your plan, we will start implementing. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to the plan we discussed.

get started with our process

At Statewide Financial Group, we desire to get you to a better state heading into retirement.

meet our founder

stuart boxenbaum

president & founder

Stuart Boxenbaum has earned a Bachelor’s of Science in Business Administration and a Master’s of Science in Business Management. Throughout his career, he has amassed over 30 years of experience in the industry and has even been featured in Forbes. Stuart specializes in many different financial topics, including Income Analysis, Investment Management, Retirement Planning, Long-Term Care and Life Insurance. He has access to many different products from many different providers and focuses on creating the best possible plan for his clients’ specific goals.

Stuart is married to his wife, Gail, and he has three children and three grandchildren. He is originally from Chicago but moved to Jupiter, Florida in 1991 and has lived there since. His hobbies include traveling, weightlifting, bike riding, and scuba diving; he became a certified scuba diver in 1975.

Additionally, Stuart is a former US Air Force Commissioned Officer. He also believes in giving back to the community, by donating blood well over 100 times since 1991 to One Blood.

Statewide Financial Group, Inc. incorporated in Florida in 1994 and is an accredited member of the Better Business Bureau.

statewide financial group

Your retirement is in good hands

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office location

  • 116 Intracoastal Pointe Dr. Ste. 200
    Jupiter, Florida 33477

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The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
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