the macdonald tax & financial group, inc.

Founded in 1978 by John L. Macdonald, The Macdonald Tax & Financial Group is an independent financial services firm based in Stuart, Florida. The company's mission is to provide personalized guidance and help clients pursue their financial goals through a comprehensive range of services. These services include tax management, investment management, retirement planning, estate conservation, and insurance services, all delivered with a focus on building long-term, trusted relationships with clients.