We provide strategies for families to protect their wealth

We provide strategies for families to protect their wealth

We provide strategies for families to protect their wealth

why aag?

What you can expect with AAG

1
Your Journey

At the heart of everything we do, is you. Your Accurate Advisory Group team will combine our expertise and innovative technology to create a plan tailored to your complex needs and goals. Your AAG team of professionals and specialists will help guide your financial plan and future, providing individualized objectives and the confidence you need for a stronger financial future.

2
Our Approach

You have goals, plans, and dreams, and it is our mission to make those a reality. We tackle any of our relationships by getting to know you and doing our due diligence to provide a comprehensive, individualized plan helping you find the right solutions.

3
Why Choose AAG?

Generations have relied on Accurate Advisory Group through the good times and the challenging ones. Like you, we want to be prepared for what's next, so we continue to invest in our team and tools to help you prosper. We are here. Let's talk!

4
An Award-Winning Team

Our client's success is what excites our team and helps us better our services. As a trusted partner, we are continuously upgrading our offerings and tools, so our clients have the best for their financial future. Our team is one of the best, and we are honored to have the relationships we do. When can we talk to you?

Our Approach

Guidance for a lifetime

We understand how important it is for you to have a trusted professional you can count on and one who will provide the accurate information you need and the respect you deserve.

 

Accurate Advisory Group can be that professional you trust. We are dedicated, experienced, and understand your need for integrity.

Financial Services

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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,

Couldn’t be more impressed with Bryan Hamer & Alisha Cefarelli even if you paid me to write this review! Two very professional and knowledgeable people in a business trade that needs both these qualifications to succeed. May I mention that it doesn’t hurt to have your investment show a very positive gain already within the first week as well? Call it luck or timing, but when you have a team that works well on the field or court you’re gonna put points up on the scoreboard one way or another. Thanks Bryan & Alisha for being so courteous and understanding when I call, e-mail or text with questions. Accurate Advisory Group Inc. will continue to be successful and so will my investment with these standup people leading the charge.

Gene-Gregory Gingeleski,

Accurate Advisory Group has been excellent to our family. It started with the setting up a Family Trust with my parents, but now we do lots of business with them. Their services in the financial services area are very complete, and they deal with a multitude of products and services. We even got assistance resetting a coinbase account.

At this point, I consider Accurate Advisory group trusted friends, and I recommend them to collegues and friends. We’ve been doing business with them for over 20 years. I highly recommend giving them a try if you are in the market for a Financial Advisor!

John Verrilli,

We have been with Accurate Advisory for about 2-1/2 years, and have been very happy with the investments they have advised us to go into.

 

We have had most of our dealings with Bryan Hamer. We have attended seminars put on by Bryan.  He is very informative about investments and trusts. We just had our trust done through Accurate recently.
Bryan is always quick to respond to our phone calls. Everyone in the office have been so efficient. We feel very comfortable calling and asking questions and getting answers right away.

Pat Colombo,

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,

Couldn’t be more impressed with Bryan Hamer & Alisha Cefarelli even if you paid me to write this review! Two very professional and knowledgeable people in a business trade that needs both these qualifications to succeed. May I mention that it doesn’t hurt to have your investment show a very positive gain already within the first week as well? Call it luck or timing, but when you have a team that works well on the field or court you’re gonna put points up on the scoreboard one way or another. Thanks Bryan & Alisha for being so courteous and understanding when I call, e-mail or text with questions. Accurate Advisory Group Inc. will continue to be successful and so will my investment with these standup people leading the charge.

Gene-Gregory Gingeleski,

News

Explore the latest news and insights from AAG’s newsroom.

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Our Partners

Who our partners are

Our mission is to help financial advisors grow their practices to unprecedented levels based on the principle of educating advisors and their clients on underutilized strategies. We partner with successful financial advisors who are focused on acquiring high-net-worth clients and improving their delivery of advanced tax strategies, investment, and legal/estate strategies under your own roof.

Become a Partner

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Partner Resources

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credentials

"Accurate Advisory Group can be that professional you trust."

© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2023 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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