At McIntosh Financial Group, we excel in offering a diverse skill set of tools and experience that supports both you and your company’s best interests.
From accounting, taxes and wealth management, to insurance, and financial planning - we take a collaborative approach in working with you, instead of for you, so that you only receive premium service, straightforward advice and personal attention that’s second to none.
“Building a better business plan starts with building personal business relationships.”
How Are We Different?
Your time matters to us, but most importantly, your time is valuable to you. At McIntosh Financial Group, we believe that time spent learning your company’s expectations and better understanding your unique business needs, are key to helping develop a customized plan that allows you to take full advantage of every financial opportunity that comes your way.
We are independent. We are not bound to any vendor or big institution; therefore, we make recommendations based on what is best for you and your company, not a cookie-cutter product designed to profit one part only.
We pair strategic recommendations with ongoing education, in language you can actually understand. That ensures you get the maximum value out of every minute you spend with us. At the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions for today, tomorrow and even after you retire.
Your Dedicated Team of Professionals