Investment Planning
Strategies and recommendations for investment planning.
Accurate Advisory Group - Kentucky
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About Accurate Advisory Group - Kentucky
Investment planning and advisory services are offered through Accurate Advisory Group. The firm provides strategies for investment, retirement, tax, estate, and insurance planning, with securities offered through AAG Capital, Inc. and investment advisory services through Accurate Wealth Management, LLC. Its planning approach includes plan designs and recommendations, while clients can access planning, performance, and educational resources online. Insurance products and services are offered through the group and sold by individually licensed and appointed agents in applicable jurisdictions. Accurate Advisory Group serves clients from its Lexington location on Clays Mill Road. The firm also lists a Sarasota, Florida location and provides secure file upload and client access links for certain resources.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
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Retirement Strategies
Planning services address retirement goals and strategies.
Insurance Services
Insurance products are offered through licensed agents.
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