At Accurate Advisory Group, our sole focus is YOU. Accurate Advisory Group is an independent financial planning firm specializing in wealth management and insurance. Although we're based in the Tampa...
At Accurate Advisory Group, our sole focus is YOU. Accurate Advisory Group is an independent financial planning firm specializing in wealth management and insurance. Although we're based in the Tampa Bay Area, we also have offices in Orlando and Fort Myers with independent agents located throughout the country. In the financial arena, we partner with Global Financial Private Capital, LLC an SEC Registered Investment Advisor. We begin every investor relationship with a no cost, risk analysis, to help uncover hidden fees and unnecessary risk exposure in your current portfolio. We provide a personalized approach to investing, tailored to each clients' personal goals and objectives and we have the tools and products necessary to create an ideal plan for each client. On the group and individual insurance side, we pride ourselves on providing exceptional customer service and recommendations that are objective and independent. We have preferred relationships with many of the industry's top rated insurance providers and actively serve as the conduit between our customers and the insurance companies. We provide property and auto insurance solutions to individuals and to commercial entities. We also offer pension plan components like 401(k)s, annuities, and we provide specialty insurances like disability and long term care. To schedule a time to discuss your financial future contact us at [email protected] or call (866) 241-8078 today! By contacting us you may be offered insurance and/or investment products for sale.