Your Local Family office.

Our New 8 Week Program!

This Program is designed to provide you with essential financial coaching and support to help you achieve your financial goals. 8 Weeks, To Financial Freedom

- It Works, Its Proven

- No Guilt

- No Hassle 

- No BS.

Wealth Advisor Plans 

One Time - Starting Wealth

Starting at

One Time Fee $50.00

✅ Free Consultation

✅ Financial Audit

✅ Financial Advisor

✅ One-Time Budget Management 

✅ Emergency Funds Management

✅ Detailed Reports & Graphs

Building Wealth

Starting at

$69.99 Per Quarter

✅ Wealth Advising 

✅ Financial Advisor

✅ Budget Management

✅ Portfolio Construction

✅ Emergency Funds Management

✅ Tax Preparation

✅ Detailed Reports & Graphs

Or, 1 Year Retainer - $399.99. 

Established Wealth

Starting at

$139.99 Per Month, Plus $100 Retainer

✅ Wealth Advising 

✅ Financial Advisor 

✅ Emergency Funds Management

✅ Trust and Estate Planning

✅ Portfolio Construction

✅ Banking/Savings Solutions

✅ Affiliate Insurance Services

✅ Retirement Planning

✅ Tax Preparation

✅ Travel Advisor Service 

✅ Detailed Reports & Graphs

 Or, 1 Year Retainer - $700.00 

One Time - Next Generation

At McIntyre Financial, we believe in empowering the next generation with the tools they need for a bright financial future. That’s why we’re offering free budgeting services to the youth in our community! Our goal is to provide young people with a fresh start, helping them build strong financial habits, manage their money wisely, and set a solid foundation for success. Whether it’s creating a budget, understanding expenses, or planning for future goals, we’re here to guide and support. Let’s work together to create a financially secure tomorrow!

                                                  Fee $0.00!

Each package is designed to meet the needs of businesses at various stages of growth, offering clear, professional, and affordable services.

Financial Services 

Need A Financial Audit?

Contact An Advisor and Set An Appointment Date.  Audit $49.99

Forensic Audit

 

Questions, Or to schedule an appointment contact us, FA - $649.99

Our Expert Guidance

McIntyre Financial stands out by offering personalized, comprehensive financial advising tailored to your specific goals. Our team combines years of expertise with a genuine commitment to helping you succeed in all aspects of wealth advisement.

McIntyre Financial 

Remote & Mobile, 570-500-5495 mcintyrefinancial2021@gmail.com

We have comprehensive advising services

✅ Wealth Coaching

✅ Emergency Funds Management

✅ Trust and Estate Planning

✅ Portfolio Construction

✅ Banking/Savings Solutions

✅ Retirement Planning

✅ Tax Preparation

✅ Detailed Reports & Graphs

Frequently asked questions

What sets McIntyre Financial apart from other wealth advisory firms?

McIntyre Financial stands out by offering personalized, comprehensive financial coaching tailored to your specific goals. Our team combines years of expertise with a genuine commitment to helping you succeed in all aspects of wealth advisement.

How does McIntyre Financial approach financial coaching?

We take a holistic approach to financial coaching, considering every aspect of your financial life. Whether it’s tax prep, or retirement goals, we work closely with you to develop a strategy that aligns with your unique needs and aspirations.

What kind of clients does McIntyre Financial work with?

We work with individuals, families, and business owners looking for reliable and proactive wealth coaching. Whether you're just starting out or preparing for retirement, we provide customized solutions for clients at every stage of life.

Why should I trust McIntyre Financial with my wealth?

Trust is the cornerstone of our practice. At McIntyre Financial, we prioritize transparency, integrity, and open communication. Our advisors are fully committed to your best interests, always providing honest advice and creating strategies that serve your long-term goals.

What are the qualifications of the financial advisors at McIntyre Financial?

Our team of advisors is highly qualified, with industry certifications and years of experience in wealth coaching, tax prep/consulting, retirement planning, and more. We are dedicated to continuous education and staying updated on the latest trends and regulations.

Your Advisor 

Dylan McIntyre

CEO - Director Of Member Services

Dylan McIntyre is the CEO of McIntyre Financial. In his current role, Dylan oversees the firm's day-to-day operations, including applications, and compliance. He has played a key role in developing McIntyre Financial capabilities.

 

No holding back

But Pushing You!

 

Just like a true friend, we’ll support you in pursuing your goals and seeing your ideas through to the end. However, this also means your wealth advisor will provide honest advice, even if it’s tough to hear.

Your Dream

 

McIntyre Financial Has Been Featured In

Contact

McIntyre Financial 

Opening Hours

Wed-Sat-Sunday Open Only Virtual.

Mon -          12-6

Tues -          12-6

Wednesday - 12-6 (Virtual)

Thursday -     12-3

Fri:                 12-3

Saturday:        12-6 (Virtual) 

Sunday:          12-6 (Virtual)

 

Contact

570-500-5495

mcintyrefinancial2021@gmail.com

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Please Review Disclaimer, Links and images provided by our Partners, 

Disclaimer !!**

McIntyre Financial is not a lender, a bank or a credit card issuer, we do not give Investment advice - we partner with top financial service providers so that they can provide you with a variety of competitive options, enabling you to quickly find the right financial product for your needs. Best of all, comparing rates on our website is completely free, Advertiser Disclaimer: We may receive a commission if a sale is made by clicking on an affiliate link. Our Company Only Offers Advice On Services We Offer DISCLAIMER: McIntyre Financial is a paralegal service. It is not legal for us to practice law, provide legal advice, or represent any person or entity in court. We do not constitute investment, legal, advice. It is not an offer to buy or sell any security or insurance product and does not imply endorsement of any third-party services or viewpoints. Links to external content are for informational purposes and should not be construed as endorsements. All examples are hypothetical and for illustrative purposes only; we recommend contacting us for tailored advice based on your individual circumstances.
Mansfield PA