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Accurate Advisory Group | Integrated Wealth Management
About Us
Our Team
Our Process
Our Services
Estate Planning
Tax Planning
Financial & Retirement Planning
Alternative Investments
FAQs
Clients
Advisor Portal
Get in touch
About Us
Our Team
Our Process
Folder: Our Services
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Estate Planning
Tax Planning
Financial & Retirement Planning
Alternative Investments
FAQs
Clients
Advisor Portal
Get in touch
Jessica Cervinka
Advisors GG Gregg Guinta 8/5/25 Advisors GG Gregg Guinta 8/5/25

Jessica Cervinka

Senior Wealth Advisor

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Dawn Steinert
Advisors GG Gregg Guinta 8/5/25 Advisors GG Gregg Guinta 8/5/25

Dawn Steinert

Senior Wealth Advisor

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Maxwell Azzarelli
Staff GG Gregg Guinta 7/11/25 Staff GG Gregg Guinta 7/11/25

Maxwell Azzarelli

Wealth Advisor

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Nicole Hunter
Staff GG Gregg Guinta 7/11/25 Staff GG Gregg Guinta 7/11/25

Nicole Hunter

Front Desk Coordinator

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Lou Piniella Jr.
Staff GG Gregg Guinta 7/10/25 Staff GG Gregg Guinta 7/10/25

Lou Piniella Jr.

Client Relationship Manager

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TJ Storment
Advisors GG Gregg Guinta 7/8/25 Advisors GG Gregg Guinta 7/8/25

TJ Storment

Wealth Advisor

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Amber Koenig
Staff GG Gregg Guinta 5/22/25 Staff GG Gregg Guinta 5/22/25

Amber Koenig

Operations Manager

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Charles A. Roe, CPA
Advisors Nathan L 5/22/25 Advisors Nathan L 5/22/25

Charles A. Roe, CPA

Senior Wealth Advisor

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Samantha Gyeszat
Staff GG Gregg Guinta 4/25/25 Staff GG Gregg Guinta 4/25/25

Samantha Gyeszat

Trader

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Keith Woomer
Staff GG Gregg Guinta 2/4/25 Staff GG Gregg Guinta 2/4/25

Keith Woomer

Attorney

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Scott Laihinen
Staff GG Gregg Guinta 12/18/24 Staff GG Gregg Guinta 12/18/24

Scott Laihinen

Financial Consultant

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Griffin Carrow
Staff GG Gregg Guinta 12/18/24 Staff GG Gregg Guinta 12/18/24

Griffin Carrow

Staff Accountant

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Ally Tetreault
Staff GG Gregg Guinta 10/15/24 Staff GG Gregg Guinta 10/15/24

Ally Tetreault

AccuratePlus Service Associate

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Carole Fetterman
Staff GG Gregg Guinta 10/15/24 Staff GG Gregg Guinta 10/15/24

Carole Fetterman

Client Service Coordinator

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Jerry Clark
Advisors Nathan L 10/15/24 Advisors Nathan L 10/15/24

Jerry Clark

Senior Wealth Advisor

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Kenneth J. McGuire, RFC
Advisors Nathan L 10/15/24 Advisors Nathan L 10/15/24

Kenneth J. McGuire, RFC

Senior Wealth Advisor

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Patty M. Breeze, CLU, CFP®
Advisors Nathan L 9/25/24 Advisors Nathan L 9/25/24

Patty M. Breeze, CLU, CFP®

Senior Wealth Advisor, President - Breeze Financial LLC

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Eric Ling, CFP®
Advisors Nathan L 8/30/24 Advisors Nathan L 8/30/24

Eric Ling, CFP®

Senior Wealth Advisor

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Rebecca Adamson
Staff GG Gregg Guinta 8/30/24 Staff GG Gregg Guinta 8/30/24

Rebecca Adamson

AccuratePlus Service Associate

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Maddison Long
Accurate Advisory Group 7/19/24 Accurate Advisory Group 7/19/24

Maddison Long

Client Service Associate

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© 2025 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. While tax and estate planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.

* Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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