Statewide Financial Group, Inc.

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(561) 744-0500 Call

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116 Intracoastal Pointe Drive, Suite 200Jupiter, FL 33477

Description

SWFGrp, Inc. incorporated in Florida in 1994, and became known as MoneyView in 2007 with the inception of its radio show with the same name.
Statewide Financial Group/MoneyView 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.

Statewide Financial Group/MoneyView is a member of the Northern Palm Beach County Chamber of Commerce and the South Florida Better Business Bureau. Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment Advisory services offered on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.

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Business details

Investments

  • Annuities
  • Real Estate
  • Retirement Plans

Services

  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Retirement Planning

Certifications

  • Certified Financial Planner
  • Juris Doctor

Hours of Operation

  • MON
  • 09:00am
  • 05:00pm
  • TUE
  • 09:00am
  • 05:00pm
  • WED
  • 09:00am
  • 05:00pm
  • THU
  • 09:00am
  • 05:00pm
  • FRI
  • 09:00am
  • 05:00pm
  • SAT
  • SUN

Payments Accepted

  • Cash Only
  • Financing
  • Mastercard
  • Visa

Social

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