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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
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Estate Planning
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Financial & Retirement Planning
Alternative Investments
FAQs
Clients
Advisor Portal
Get in touch
Maxwell Azzarelli
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Maxwell Azzarelli

Wealth Advisor

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Nicole Hunter
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Nicole Hunter

Front Desk Coordinator

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Lou Piniella Jr.
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Lou Piniella Jr.

Client Relationship Manager

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Amber Koenig
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Amber Koenig

Operations Manager

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Samantha Gyeszat
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Samantha Gyeszat

Trader

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Keith Woomer
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Keith Woomer

Attorney

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Scott Laihinen
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Scott Laihinen

Financial Consultant

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Griffin Carrow
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Griffin Carrow

Staff Accountant

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Ally Tetreault
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Ally Tetreault

AccuratePlus Service Associate

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Carole Fetterman
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Carole Fetterman

Client Service Coordinator

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Rebecca Adamson
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Rebecca Adamson

AccuratePlus Service Associate

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Robin Gant
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Robin Gant

Client Service Coordinator

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AJ Blackstone
Staff Guest User 5/30/24 Staff Guest User 5/30/24

AJ Blackstone

Wealth Advisor

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Chris Julian
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Chris Julian

Director of Business Development

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Maria Vail
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Maria Vail

Client Service Coordinator

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Sandra Toro
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Sandra Toro

Business Analytics Manager

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Jake Meier, CPA
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Jake Meier, CPA

Director of Tax Planning

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Nico Leone
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Nico Leone

Insurance Advisor

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Kaleb Kruse
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Kaleb Kruse

Client Service Associate

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Joelle Giudice
Staff Guest User 5/30/24 Staff Guest User 5/30/24

Joelle Giudice

Estate Planning Coordinator

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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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