Whether you're just starting out or looking to extend your finances into retirement and beyond, at MacIntyre Financial we genuinely care about your financial well-being. Pairing our strong Freedom 55 Financial relationship with our independent sources, MacIntyre Financial offers a broad range of personal insurance and investment options to assist in reaching your goals.
Our team works hand-in-hand with you to identify what's important, set realistic goals, develop a personalized plan to achieve them and make adjustments as your life unfolds. We have over 10 years of experience helping our clients feel confident in navigating life's financial opportunities and challenges.
Our team works hand-in-hand with you to identify what's important, set realistic goals, develop a personalized plan to achieve them and make adjustments as your life unfolds. We have over 10 years of experience helping our clients feel confident in navigating life's financial opportunities and challenges.
Services
At MacIntyre Financial, we work with clients in their prime earning years in the Quinte area to identify their financial goals, prepare custom financial plans and provide ongoing team support to achieve those goals.
MacIntyre Financial has a strong relationship with Freedom 55 Financial and access to independent resources to offer a broad range of personal insurance and investment products as well as banking solutions for companies and individuals.With a reputation for genuinely caring about our clients and a team-driven philosophy, we are focused on our clients every step of the way.
MacIntyre Financial has a strong relationship with Freedom 55 Financial and access to independent resources to offer a broad range of personal insurance and investment products as well as banking solutions for companies and individuals.With a reputation for genuinely caring about our clients and a team-driven philosophy, we are focused on our clients every step of the way.
The driving force behind MacIntyre Financial, Shelley was born and raised in the Quinte area. After marrying her high school sweetheart, they have continued to raise their family here. Upon completion of a career in the medical industry, Shelley followed her passion and enjoyment for helping others, to transition into financial Services.
Never have I felt more comfortable and secure with any Financial Advisor than I have with Shelley. I feel lucky to have met her and entrusted my finances with her. Shelley is a very professional, personable, besides intelligent person and knows her work and is always eager to learn more. She has been so helpful in making me understand more and more about finances.
Our clients are the reason we look forward to work everyday. At MacIntyre Financial, we care deeply about being of service and helping people define and achieve their goals. We focus on educating our clients about their financial options so they can knowledgeably make the choices that will work best for them.
At MacIntyre Financial, we understand that everyone's circumstances are unique. First, we'll sit down with you to learn about you, your current situation and your goals for the future. We'll help you understand the four cornerstones to a solid financial plan that will help you reach those objectives and then make recommendations on how you should begin.
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