About Us

McIntyre Financial

 

About McIntyre Financial

About Us

McIntyre Financial was built on grit, vision, and the belief that everyone—no matter their background—deserves access to professional financial and legal services that actually serve them. Founded in Mansfield, Pennsylvania, we started as a small, locally focused firm with a bold mission: to make financial literacy and wealth-building strategies accessible to everyday people.

Over time, our passion evolved into a full-service enterprise. We’ve served hundreds of clients across Pennsylvania and beyond, helping families, small businesses, and individuals navigate life’s financial, legal, and personal challenges with confidence.

We’ve always stood by the values of authenticity, transparency, and traditional excellence, but we’re not stuck in the past. In fact, we’ve grown from a brick-and-mortar service provider into a fully remote financial powerhouse with national reach—and we’re not slowing down.

Our History

McIntyre Financial was founded on the personal experiences of our CEO, Dylan McIntyre, a financial advisor, educator, and community advocate who understands firsthand how financial struggles can weigh heavy on a family. That origin story is what makes our company different: we don’t just talk numbers—we understand the human experience behind them.

What started with basic notary and tax services has grown into a diversified financial enterprise backed by a powerful vision for the future.

Our Services

We’re proud to offer a wide range of professional services designed to meet our clients’ needs across multiple dimensions of life and business:

  • Wealth Advisory & Financial Coaching
    Personalized plans, budgeting strategies, savings systems, and long-term financial growth consultations.

  • Tax Preparation & Consulting
    Full-service tax solutions for individuals, small businesses, and entrepreneurs—accurate, affordable, and fast.

  • Certified Notary Services
    Remote and in-person notarization for personal, legal, and business documents.

  • Legal Process Serving
    Reliable and secure delivery of court documents across Pennsylvania.

  • Certified Paralegal Services
    Assistance with wills, powers of attorney, contracts, and legal document prep without attorney costs.

  • Business Formation & Consulting
    Start your LLC, nonprofit, or corporation with confidence. We handle the paperwork—you handle the vision.

  • Domestic Violence & Trauma Support Services
    Specialized services for survivors, including documentation assistance and compassionate financial planning.

Investing in the Future: AI-Powered Services

As we look ahead, McIntyre Financial is doubling down on innovation. We are actively building out our AI-powered platforms and programs to provide next-level client service and data-driven solutions. Our transformation into a virtual-first financial company isn’t just about convenience—it’s about staying competitive and accessible in a changing world.

From automated tax tools and virtual advisory sessions to upcoming AI-based financial education programs, we are integrating smart technology into everything we do—without losing the human touch. Our systems are built to enhance client results, reduce wait times, and expand service capabilities, especially for underserved and rural communities.

We don’t just see AI as the future—we see it as a necessary tool for leveling the playing field.

Why Choose McIntyre Financial?

Because we get it. We’ve been there. And we’re still here.

When you work with us, you’re not just a client—you’re a member of a community built on integrity, education, and empowerment. We know what it’s like to feel like nobody’s got your back—and that’s why we do.

Whether you're looking to start your first business, fix your credit, file taxes, draft your will, or just get your financial life in order—we’ll be here, step by step, the whole way through.

📍 Based in Mansfield, Pennsylvania — Serving Nationwide
🌐 Now Fully Online | 💻 AI-Enhanced Services |