At MacDonald Financial, our investment consultant’s goal is to help you not only manage your wealth but also grow it. We do this through a many ways, as we offer a multitude of financial planning services. We can help you plan your retirement, life insurance, and even Medicaid.
We offer our securities through LPL Financial, Member of FINRA/SIPC and our investment advice through Independent Financial Partners (IFP), a registered investment advisor. MacDonald Financial and Independent Financial Partners are separate entities from LPL Financial. We can work only with those who are residents of Florida. We work primarily in the Clearwater area, but we are willing to work with anyone in the state.
We know that it is hard to trust someone else with any aspect of your money, so we promise to take good care of both you and your funds through our practiced financial advising process. Our investment consultants and financial advisors have a total of over 30 years experience in financial advising. We are here for you.
To find out if we are the fit for you, contact us today. We look forward to hearing from you!
Stewart began his career in financial services in 1985 and started MacDonald Financial in 1987 to become a broker representing the best companies instead of being one company’s agent.
As the founder of MacDonald Financial, Stewart is passionate for helping Florida employers and individuals find suitable financial products that fit their situations, goals and needs.