A Trusted Partner to Help You Achieve Your Financial Goals

Gain confidence and control over everyday money decisions with McIntyre Financial 

Schedule A Zoom!

Our Wealth Advisory Service

Questions Asked. 

1. How will we work together?

Book a date and time that's convenient for your schedule. You will get paired with our Certified Financial Coach, (Dylan McIntyre) and receive a confirmation email.

2. How will you communicate with me, and how often?

Open communication should be a priority for you and your financial advisor. Whether it’s through in-person meetings, virtual check-ins or a combination of both, the frequency and method of communication should work for both of you. We base communication on client need.

3. What services do you provide?

Retirement Planning, Savings Planning, Income Planning, and Credit Options, Along With Budget Management, Asset Allocation, and Debt Management. Financial Consultations

Key Player In Financial Consultations

Our Advisors Currently Have $185,000 Under Advisement

$185,000 Assets under advisement (AUA) 

Our Services

It starts with deep relationships 

Wealth Advisory 

Make your money work for you. 

Visit Page Below For Advisory Pricing

Financial Consultation

Need Answers to questions you don't understand? Schedule an appointment with our advisors. 

Simple Consult - $45.00 

Complex Consult - $299.99 Plus Retainer 

Estate Services, Retirement Planning

Planning starts with the right people. We are those people. 

Estate Pricing - Below. 

Some Of Our Services

 

📌Wealth Advisory 

📌Budget Management

📌Emergency Funds Management 

📌Estate Planning

📌Long-term Care Planning

📌Business Planning

📌Divorce Planning

📌Debt Coach Management

📌Tax Consulting

📌Tax Preparation

📌Detailed Reports & Graphs & more!

Pricing

📌Wealth Advisory                      - Visit Page For Pricing

📌Estate Planning  

- Document Drafting                  - $25.00 

- Other Estate Services               - Consult $49.99

📌Long-term Care Planning    - Consult $49.99  

📌Business Planning                   - Consult $49.99

📌Divorce Planning                    - Consult $199.99

📌Debt Coach Management    - Consult $45.00

📌Tax Consulting                        - Consult $45.00

📌Tax Preparation                      - Visit Tax Page For Pricing 

Fees Must Be Paid At Time Of Appointment

Remote & mobile & Office

Email, Call, Text Or Schedule A Zoom Meeting

183 Saint James St, Mansfield PA 16933

Phone

570-500-5495

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