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/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.

 

 

Stuart 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 a former U.S. Air Force Commissioned Officer. 


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, New Jersey and Colorado. He is licensed to sell Insurance in Florida and Illinois.

 

Noelle SmithersNoelle Smithers, Administrator, is MoneyView/Statewide Financial Group’s valued assistant, having more than 14 years of financial experience. She has worked for JB Hanauer and UBS Paine Webber.  She grew up on Long Island in New York and has been a Florida resident for 20 years now.

 

 

 

 

 

  

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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 Boxenbaum

 Stuart D. Boxenbaum, CFP®

 

 

 

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