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 O'Grady
Founder, Chief Investment Officer, Senior Wealth Advisor and Owner
Accurate Advisory Group Inc
United States, Florida, Tampa
About Me
Profile Information
Founder, Chief Investment Officer, Senior Wealth Advisor and Owner
Accurate Advisory Group Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Sep 4, 2024
More profiles to browse
GG
Gus Gotsis
Founder and Chief Executive Officer
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc