THE COMPANY

 

STATEWIDE FINANCIAL GROUP, INC. incorporated in Florida in 1994, and became known as MoneyView in Come visit our office2007 with the inception of its radio show with the same name.

 

MoneyView Talk Radio show can be heard on Saturday Mornings at 10:00 on Seaview AM 960 (if you click this link the website will open in another window).

 


MoneyView/Statewide Financial Group 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.

 

MoneyView/Statewide Financial Group 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.

 

MoneyView/Statewide Financial Group actively participates in AdoptAPlatoon, a project of military mothers, sending letters and packages to an adopted troop stationed in Iraq. The company also actively participates in Adopt-A-Highway, a project of the Florida Department of Transportation, removing debris from a portion of U.S. Highway 1 in Jupiter. MoneyView / Statewide Financial Group, Inc. supports Nurture Our World, Inc. and is a community partner of this non-profit organization.

 

Stuart D. BoxenbaumSTUART D. BOXENBAUM, the President and founder of Statewide Financial Group, is a Certified Financial Planner and is Securities and Insurance Licensed. He has a Masters of Science in Business Management from Troy State University and a Bachelors of Science in Business Administration from Colorado State. He is also a former U.S. Air Force Commissioned Officer.

 

Mr. Boxenbaum is the MoneyView Man. He hosts MoneyView, a talk radio show, heard on Seaview AM 960, every Saturday from 10:00-10:30 a.m.


Mr. Boxenbaum is a frequent speaker and writer on estate planning investment topics, offering a bi-monthly newsletter — Loose Change. His specializations include: Estate Planning, Income Analysis, Investment Management, Life Insurance Analysis, Long Term Care Insurance, Retirement Planning, and Small Business Consulting. He is licensed to sell securities in Florida, Illinois and Colorado. He is licensed to sell Insurance in Florida and Illinois.

 

Barbara BoxenbaumBARBARA MEHL BOXENBAUM, Vice President, is an attorney, licensed to practice law in Florida and in New Jersey. She received her J.D. in 1986 from Benjamin N. Cardozo School of Law. She also received a M.A. in English from Florida Atlantic University and her B.A. from The George Washington University.

 

Mrs. Boxenbaum is a Florida Licensed Life and Health Agent and holds a Florida Real Estate License. She recently formed a non-profit company, Nurture Our World, Inc. NOW! with Kit Stewart Legato of Tequesta, Florida. She considers herself a jack of all trades, master of some – having taught college English and written professionally. She regularly volunteers in the community and dabbles at art.

 

Rosalie MagdzinROSALIE MAGDZIN, Administrator, is MoneyView/Statewide Financial Group’s valued assistant, having more than 25 years of office experience. She speaks Spanish fluently, and holds a purchasing certification and New Jersey Real Estate License. She lived in Asia and South America for 11 years.

 

 

  

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Statewide Financial Group logo
Overview
Annuities and other Income Vehicles
Charitable Giving
College Planning
Estate Planning and Trusts
Income Analysis
Investment Management
Life Insurance
Long Term Care Insurance
Retirement Planning
Small Business Consulting
Tax Returns and Reduction Strategies

 

Professional Leadership

Upcoming EVENTS

Featured Items


 

 Stuart D. Boxenbaum, CFP®

 

 

 

Nov. 11, 2008
403(b) Workshop
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Listen to MoneyView Every Saturday Morning at 10:00