Accurate Advisory Group - Wesley Chapel, Florida

Address: 2211 Ashley Oaks Cir, Wesley Chapel, FL 33544.
Phone: 39940984.
Website: accurateadvisory.com
Specialties: Financial consultant, Financial institution, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Accurate Advisory Group

Accurate Advisory Group 2211 Ashley Oaks Cir, Wesley Chapel, FL 33544

⏰ Open Hours of Accurate Advisory Group

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed overview of Accurate Advisory Group, presented in a formal and helpful manner, suitable for someone seeking financial guidance:

Introduction to Accurate Advisory Group

For individuals and families seeking comprehensive and personalized financial solutions, Accurate Advisory Group stands as a respected and established firm. Located at 2211 Ashley Oaks Cir, Wesley Chapel, FL 33544, and reachable at Phone: 39940984, Accurate Advisory Group provides a multifaceted approach to financial well-being. Their website, Website: accurateadvisory.com, offers a portal to further information and resources.

Specializations and Services

Accurate Advisory Group distinguishes itself through a range of specialized services, primarily focusing on Financial Consultant, Financial Institution, and Financial Planner roles. This broad expertise allows them to address diverse financial needs, including retirement planning, investment management, tax strategies, and estate planning. They demonstrate a commitment to understanding each client's unique circumstances and designing strategies that align with their specific objectives. It’s evident they prioritize a holistic financial planning approach, considering all aspects of a client’s financial life.

Key Features and Accessibility

Beyond their core services, Accurate Advisory Group offers several features designed to enhance the client experience. The facility is wheelchair accessible, boasting a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. For convenience, they require appointment scheduling, and strongly recommend appointments to ensure sufficient time for detailed consultations. They operate with a commitment to providing a professional and comfortable environment.

Client Feedback and Reputation

Accurate Advisory Group currently holds 24 reviews on Google My Business, with an impressive average opinion of 5/5. This exceptionally positive feedback suggests a strong focus on client satisfaction, evident in comments highlighting exceptional customer service and the brilliance of their staff. Specifically, clients frequently praise the expertise of advisors like Matthew Waymire and Matt Corley, noting their broad knowledge and accurate advice. The firm’s ability to tailor recommendations to individual goals appears to be a consistently valued aspect of their service.

Contact Information and Recommendation

To learn more about how Accurate Advisory Group can assist you in achieving your financial goals, we strongly encourage you to visit their website at accurateadvisory.com. Contacting them directly via phone at 39940984 will allow you to schedule an appointment and discuss your specific needs with a qualified financial advisor. Given their comprehensive services, accessibility, and overwhelmingly positive reputation, Accurate Advisory Group is a valuable resource for anyone seeking expert financial guidance.

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👍 Reviews of Accurate Advisory Group

Accurate Advisory Group - Wesley Chapel, Florida
Sandra A.
5/5

The company offers diverse financial services.
Their customer service is impeccable.
Their staff is brilliant.
Matthew Waymire's expertise in financial planning is broad and amazingly accurate.
I entrust my taxes to Matt Corley.

They tailor their recommendations to your individual goals.

In sum, they offer a holistic financial planning approach.

Accurate Advisory Group - Wesley Chapel, Florida
Metrice J.
5/5

Certainly! Here’s a well-crafted Google review for Matt Waymire

⭐⭐⭐⭐⭐

Matt is an exceptional investment advisor professional with an incredible depth of knowledge and expertise in a wide range of investment strategies. His ability to break down complex financial concepts into clear, actionable insights is truly impressive. Not only is he highly knowledgeable, but his communication skills are outstanding—he takes the time to understand your goals and provides tailored advice that makes you feel confident in every decision. His professionalism, dedication, and strategic mindset set him apart. If you’re looking for someone who genuinely cares about your financial success, Matthew is the go-to expert. Highly recommend!

Accurate Advisory Group - Wesley Chapel, Florida
Denise S.
5/5

Matt Waymire is our Advisor, does a great job keeping us informed. Very helpful and very appreciative of him always available-phone call away. Would highly recommend!

Accurate Advisory Group - Wesley Chapel, Florida
K M.
5/5

Paul O’Grady is quite possibly the greatest financial advisor on planet earth! My husband and I were fortunate enough to have been referred to him very late in our lives through one of his happy clients. We had been with a prior financial advisor who is very well respected and trustworthy and smart, but never really made us money in the over 2 decades we were with him. So based on a referral, we interviewed Paul and have not looked back since. It is rare in this day and age to combine talent, trust and a great personality but Paul is the real deal. He treats your money like his own and makes brilliant investment choices. We can truly say he has made us more money in the past 5 years than the over 25 years we were with our prior advisor. We were able to retire comfortably sooner than expected. Our only regret is not having found him sooner. Run -don’t walk - to set an appointment with him and enjoy your retirement much earlier than you would expect!:)

Accurate Advisory Group - Wesley Chapel, Florida
Shauna L.
5/5

As I sit here, Bryan is reviewing 2 of my IRAs that have sat idle with other account advisors for years. He has rescued my husband and me from a decade of real estate - albeit a very successful decade financially - but Bryan has made our transition an amazing experience. We highly recommend him to everyone!

Accurate Advisory Group - Wesley Chapel, Florida
Bill H.
5/5

My wife and I searched for several years to find the right team to advise us in moving from a real estate rental business into a retirement portfolio that would provide us a monthly revenue stream and diversified investment portfolio. We struck gold when we met Bryan Hamer at an AAG investment dinner in Clearwater. Bryan met with us and created a plan to make turning the corner into retirement a reality. His hands-on attention checks all the boxes for us, as he always brings new ideas each time we meet to address the ever changing marketplace. He introduced us to the wider AAG team which includes tax preparation and trust planning. I always look forward to his quarterly meetings with us (in the AAG office or at my home) because I am always left feeling positive about the future. I have recommended Bryan to many friends and would recommend him to anyone looking for a quality person they can trust. We think of him as a member of our family.

Accurate Advisory Group - Wesley Chapel, Florida
Michael P.
5/5

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.

Accurate Advisory Group - Wesley Chapel, Florida
Pat C.
5/5

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.

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