Statewide Financial Group, Inc.
Estate Planning in Jupiter, FL
Keywords:
Retirement Planning, Investment Strategies, Estate Planning, Employee Benefits
Description:
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.
Business owner name:
Statewide Financial Group, Inc.
Address:
116 Intracoastal Pointe Dr #200
Jupiter
FL
33477
Phone:
(561) 744-0500
Social Media Links:
https://www.facebook.com/swfgrpinc/