Senior Wealth Advisor and Owner

Paul O'Grady


A University of South Florida graduate like his business partners, Paul entered into the insurance industry in 2001 as an agent with Northwestern Mutual. In 2003, he became an independent advisor and started his own insurance advisory service so he could broaden his reach and serve the best interests of his clients. In this capacity, he became highly knowledgeable in health insurance, life insurance, annuities and other wealth-building tools.

Two years after opening his own agency, Paul joined Robert Leone and Gus Gotsis in forming Accurate Health and Financial Services in 2005. The company later evolved into the Accurate Advisory Group with the addition of an employee benefits division. Paul’s hopes for his clients are that they will achieve their financial goals through the diversification of a portfolio where principal protection is the main objective for meeting their retirement goals. Happily married and a father of four, Paul spends his down time traveling with his family, or you may occasionally find him on the golf course trying to improve his short game.

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© 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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