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Paul O'Grady

Founder, Chief Investment Officer, Senior Wealth Advisor and Owner

Accurate Advisory Group Inc

United States, Florida, Tampa

About Me

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.

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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

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Gus Gotsis
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