With our wealth management and retirement services, we will assist you with your goals by working with you to create a plan, monitor and track progress, and adjust as needed based on market data. You have worked hard to earn your money, and now you want it to earn retirement income for you. We offer a variety of portfolio and wealth management options to help pursue your goals.
As you navigate each transition in your personal journey, it's important to have a trusted financial advisor when it comes to your financial plan. We aim to earn your trust and respect through transparency and accountability, and we use cutting-edge financial tools and technology to give you this insight.
As you navigate each transition in your personal journey, it's important to have a trusted financial advisor when it comes to your financial plan. We aim to earn your trust and respect through transparency and accountability, and we use cutting-edge financial tools and technology to give you this insight.
Services
Our team at MacDonald Financial is composed of highly skilled financial advisors and investment consultants who want to help you with all your financial planning needs. 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.
As a premier Clearwater wealth management firm, we want to help our clients the best way we can. In order to do so, we offer a wide range of services to help meet our clients' individual needs. For all of our wealth management service areas, our investment consultant works hard to ensure our clients have access to the financial advice and best investment and insurance products in the market today.
Our investment consultants use individualized financial advice helping you manage and grow your wealth in the best way possible. Our financial advising process changes with each client, as we focus on our client's individual needs. No financial advice is ever the same for any person. Everyone has their own stories.
Reviews (2)
Sue Duhamel
Jan 11, 2020
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Carol Kublercckvt
Dec 08, 2016
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I am pleased to highly recommend MacDonald Financial. They offer top quality in knowledge and service to their clients. Stewart and Laurie are always willing to take the time to discuss concerns and respond to your questions.
For over 20 years Stewart and Laurie provided our company with its' Employee Insurance Benefits Package. (Our company elected to discontinue Employee Insurance Benefits when national coverage became available). Several of the employees continue to work with MacDonald Financial individually.
I continue to work with Stewart and Laurie on personal matters.
The help/advice
For over 20 years Stewart and Laurie provided our company with its' Employee Insurance Benefits Package. (Our company elected to discontinue Employee Insurance Benefits when national coverage became available). Several of the employees continue to work with MacDonald Financial individually.
I continue to work with Stewart and Laurie on personal matters.
The help/advice
