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Statewide Financial Group, Inc

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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. interested persons may contact the florida department of financial services or the board of certified financial planners for more information.

Headquarters:
Jupiter, Florida, United States
Industry:
Financial Services
Founded:
1994
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Investment PlanningRetirement PlanningWealth Management

Frequently asked questions about Statewide Financial Group, Inc

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Where is Statewide Financial Group, Inc located?

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Statewide Financial Group, Inc's headquarters is located at Jupiter, Florida, United States

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Statewide Financial Group, Inc's official website is floridamoneyview.com

How many employees does Statewide Financial Group, Inc have?

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Statewide Financial Group, Inc has 1 employee

What industry does Statewide Financial Group, Inc belong to?

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Statewide Financial Group, Inc is in the industry of: Financial Services

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Statewide Financial Group, Inc Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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