Your Virtual Family office.
Wealth Advisor Plans
One Time - Virtual Starting Wealth
Starting at
One Time Fee $50.00
✅ Free Consultation
✅ Financial Audit
✅ Wealth Advisor
✅ One-Time Budget Management
✅ Emergency Funds Management
Virtual Wealthy Plan
Starting at
$139.99 Per Month, Plus $100 Retainer
Rec. $500,000 - $1,000,000
✅ Wealth Advising
✅ Wealth Advisor
✅ Emergency Funds Management
✅ Trust and Estate Planning
✅ Portfolio Construction
✅ Banking/Savings Solutions
✅ Affiliate Insurance Services
✅ Retirement Planning
✅ Free Tax Preparation
✅ Travel Advisor Service
✅ Credit Repair Services
✅ MacSecure Digital Services
✅ Detailed Reports & Graphs
Or, 1 Year Retainer - $1300.00
Building Wealth Virtual
Starting at
$69.99 Per Quarter
✅ Wealth Advising
✅ Wealth Advisor
✅ Budget Management
✅ Portfolio Construction
✅ Banking/Savings Solutions
✅ Emergency Funds Management
✅ Free Tax Preparation
✅ Detailed Reports & Graphs
Or, 1 Year Retainer - $399.99.
Virtual Established Wealth
Starting at
$139.99 Per Month, Plus $100 Retainer
✅ Wealth Advising
✅ Wealth Advisor
✅ Emergency Funds Management
✅ Trust and Estate Planning
✅ Portfolio Construction
✅ Banking/Savings Solutions
✅ Affiliate Insurance Services
✅ Retirement Planning
✅ Free Tax Preparation
✅ Travel Advisor Service
✅ Credit Repair Services
✅ MacSecure Digital Services
✅ Detailed Reports & Graphs
Or, 1 Year Retainer - $700.00
Wealth Advising — Now 24/7
📈✅ Expert financial guidance whenever you need it — from building savings to planning your legacy.
🌙 Available 24/7 — Your money questions don’t sleep. Neither do we.
🗽 Nationwide Service — We work with clients across the U.S.
🔐 Confidential & Secure — All data stored encrypted with Internxt.
📈 Goal-Focused — We care about your results, not selling products.
🧠 Experienced Advice — Backed by years of financial & business expertise.
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
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
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
Contact
McIntyre Financial
Opening Hours
24/7 Virtual
24/7 On Call
Contact
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