Statewide Financial Group
At Statewide Financial Group, we work with a wide range of clients who have varying goals for their retirement. We are proud to be a fiduciary, meaning we are committed to acting in the client's best interest! Our process is designed to gather all the relevant information and then determine how we can achieve your goals. Since we work on a full range of products, including plans with no market risk and investment options. We will create a strategy to help you realize your retirement goals and dreams.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Social Security Benefits
- Irmaa Income Planning
Sentiment Analysis
He is patient, never uninformed, and ready to listen and help, no matter how little you have to invest.
My portfolios have grown substantially with guidance from Statewide
I’m confident I’m getting the best advice on how to manage my portfolio to maximize returns.
Good follow up.
During this time we have been extremely satisfied with their availability every time you need advise.
He is always professional and available to us!
He has been most helpful and knowledgeable in guiding me with good choices for my money as I have dealt with my retirement life.
I have been very happy with the strategy Stuart has designed for me and my wife and we are enjoying the results.
My association with Statewide Financial Group's Stuart Boxenbaum, CFP, and his assistant/office manager Natasha Kassam has been a distinct pleasure and a very rewarding experience.
Their head financial advisor concerns himself with their clients financial wellbeing on future and up to date investment strategies.
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