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What You Can Expect With AAG

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What You Can Expect With AAG

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What You Can Expect With AAG

What You Can Expect With AAG

We know how important it is for you to have a trusted professional you can count on and one who will be an active participant, guiding you every step of the way to achieve your most ambitious goals. Our highly trained, experienced, and certified team are committed to your financial integrity and success. The products we suggest, the advice we provide, and the service we offer will always be with your best interests in mind. Never in ours.

 

Give us a call today to learn how our firm can help you gain security and confidence in your financial future.

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Guiding you throughout your financial journey

As independent financial advisors, our philosophy is to make financial recommendations based on what is best for each individual client. Because we are not employees of a brokerage firm, we strive to offer unbiased advice, support, and service to the clients. We are a firm of CERTIFIED FINANCIAL PLANNERTM professionals. CFP's take a fiduciary oath to protect their clients best interests. To us, anything less is unacceptable. The values of this credential run very clearly through all our services and client dealings.

Tools to support your goals

Strategies for Seniors

Protect your assets
Estate planning
Long term care
Trusts
Probate

Tax minimization strategies

Charitable giving
IRA legacy planning

Wealth preservation

Life insurance
Wealth accumulation
Asset protection
Retirement income strategies
IRA and 401(K) assets
Annuities

Let us help!

If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!

What our customers are saying about us

The  accurate advisory team has been managing My investment accounts for two complete years, now starting the third year. I have found them to be very responsive to any of my requests for funds and transfers of cash. They are also assisting with my complete estate planning and other legal needs.
The investment performance has performed exactly as I was told it would in the beginning. Risk-free with a guaranteed range of return. For anyone looking to park their money safely with positive investment growth, I would heartily recommend Bryan and his team. In fact I have already had two close friends start using the Accurate advisory group and I am confident that I have sent them to the right place.

Michael Pancer,

Working with Bryan Hamer and Accurate Advisory Group has helped my wife and I immensely as they are able to be a trusted resource, implement high level tax planning strategies, and introduce us to investments that fit our specific wants and needs. Each time I pick up the phone, I am able to get direct and reliable answers to my questions. I highly recommend working with Bryan and the team at Accurate Advisory Group.

Dwight Miller,

Since our retirement, my wife and I have been very pleased with the professionalism of the Accurate Advisory Group. More specifically, Bryan, Paul, and the entire staff at Accurate have created a plan that works well for us now and will protect us into the future. The family atmosphere and professionalism displayed in the office contributes to the complete trust that we have for our advisors. We would highly recommend Bryan H. and the Accurate Advisory Group for all your financial needs.

Phil Hamer, CEO, COO at John Smith Solutions

My wife and I became acquainted with Accurate Advisory Group by accepting an invitation for a free dinner presentation. Here we met Bryan Hamer who blew us away with his knowledge and professionalism. Bryan represented Accurate Advisory Group in a FIVE STAR manner! His presentation was not only focused on Investments but showed us how AAG could take us all the way through our golden years with awesome and strategic investment ideas, setting up a Trust, Power Of Attorney and all needed documents that everyone needs and doesn’t even realize it. We STRONGLY suggest using Accurate Advisory Group. Their entire staff was highly professional all the way through getting us set up with our Trust and everything. We are SO happy we found them!

Dennis & Jackie Overton,

The  accurate advisory team has been managing My investment accounts for two complete years, now starting the third year. I have found them to be very responsive to any of my requests for funds and transfers of cash. They are also assisting with my complete estate planning and other legal needs.
The investment performance has performed exactly as I was told it would in the beginning. Risk-free with a guaranteed range of return. For anyone looking to park their money safely with positive investment growth, I would heartily recommend Bryan and his team. In fact I have already had two close friends start using the Accurate advisory group and I am confident that I have sent them to the right place.

Michael Pancer,

Working with Bryan Hamer and Accurate Advisory Group has helped my wife and I immensely as they are able to be a trusted resource, implement high level tax planning strategies, and introduce us to investments that fit our specific wants and needs. Each time I pick up the phone, I am able to get direct and reliable answers to my questions. I highly recommend working with Bryan and the team at Accurate Advisory Group.

Dwight Miller,

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Let’s get in touch!

If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!

 

Please complete the form on this page and our team will contact you.

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© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2024 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.

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