About Us

About Us

About Us

Our History

Robert Leone began his career in the insurance and financial services industry in 1995. After a few years of working as a Prudential Financial advisor, Robert joined his long-time friend Gus Gotsis, and in 1997 they opened their own independent insurance agency. In 2005, as their business expanded and clientele grew, they joined with fellow University of South Florida alumnus Paul O'Grady to form the Accurate Advisory Group. In 2022, Accurate Advisory Group became a new brand combining their three companies, Accurate Advisory Group, Accurate Family, and Accurate Wealth Solutions. This transition to one brand allowed Accurate Advisory Group to combine the strengths of all three lines of business under one umbrella.

Corporate Citizenship

Accurate Advisory Group is active in the local community supporting soccer leagues, the Fire Fighters of Pasco County, the Hillsborough County Fraternal Order of Police, and the University of South Florida youth sports programs.

Locations

We're based in

Main Office

By appointment only

Location PinThe Villages: 11974 CR 101, Suite 103 The Villages, FL 32162
Location PinLakewood Ranch: 9040 Town Center Parkway Lakewood Ranch, FL 34202

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Advisors

The Accurate Advisory Group's advisors are fiduciary financial advisors who are skilled and certified in many disciplines and have years of experience in the financial industry. The advice you get is objective because your financial planner does not earn a commission. At The Accurate Advisory Group, you will get a financial advisor who will guide you through every stage of life by creating a plan that fits you and the goals you want to achieve.

Careers

The Accurate Advisory Group's advisors are fiduciary financial advisors who are skilled and certified in many disciplines and have years of experience in the financial industry. Our financial planners manage X billion in assets for X families and individuals. The advice you get is objective because your financial planner does not earn a commission. At The Accurate Advisory Group, you will get a financial advisor who will guide you through every stage of life by creating a plan that fits you and the goals you want to achieve.

Contact Us

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.


© 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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