About Us

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Built on Relationships. Guided by Experience.

McIntee Financial is a financial services firm providing personalized financial guidance to individuals, families, and small business owners.

At McIntee Financial, we believe that sound financial guidance begins with genuinely understanding the person across the table. We take time to learn about your goals, your concerns, and your full financial picture before making any recommendations. Our clients aren’t account numbers — they’re people we’ve built lasting relationships with, often across multiple chapters of their financial lives.

^{Meet Nick McIntee}

Nick McIntee AAMS®

Founder - McIntee Financial; Financial Advisor of GWN Securities, Inc.

(407) 637-4817

(888) 552-7251

nick@mcinteefinancial.com

Nick McIntee founded McIntee Financial with a straightforward conviction: that clients deserve a financial advisor who is genuinely accessible, genuinely interested in supporting their growth, and dedicated to building lasting relationships.

As an AAMS®, Nick brings focused experience in investment management, retirement planning, and insurance. He works with a select group of individuals, families, and small business owners — keeping his practice intentionally sized so that he ensures each client receives personal attention.

When you work with McIntee Financial, you work with Nick — not a team of rotating associates. He provides every client with his direct contact information, including his personal cell phone. Always available to respond.

Our Process

Every client relationship begins with a conversation. From there, we follow a clear five-step process designed to bring structure to your financial life and help ensure our work together remains aligned with where you want to go.

Step 1: Discovery

We begin with an in-depth conversation to understand your financial situation, goals, and priorities — and to determine whether McIntee Financial is the right fit for your needs. There is no obligation at this stage.

Step 2: Assessment

We conduct a thorough review of your current accounts, investments, insurance coverage, and overall financial picture — including risk tolerance, tax-advantaged opportunities, and any gaps in your current strategy.

Step 3: Recommendations

Based on our assessment, we develop a personalized set of recommendations tailored to your individual goals and circumstances. We walk you through every recommendation in plain language before anything is implemented.

Step 4: Implementation

With your approval, we put the plan into action — coordinating the details so the transition is as smooth and straightforward as possible.

Step 5: Ongoing Review

Your financial life is not static, and neither is our relationship. We conduct regular reviews to help keep your strategy aligned with your evolving goals. As a client of McIntee Financial, you have direct access to Nick — including his personal cell phone. When you call, he answers.

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Ready to work with an advisor who picks up the phone?

Getting started is simple. Reach out to schedule a complimentary, no-obligation introductory meeting with Nick. There’s no pressure and no commitment — just an honest look at whether McIntee Financial is the right fit for your needs.

Schedule Your Introductory Meeting