NJ · Pennsauken

Fiduciary advisors in Pennsauken, NJ

1 advisor with offices in Pennsauken. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Pennsauken

Accurate Advisory Group

Pennsauken, New Jersey

Accurate Advisory Group is a Pennsylvania-based wealth management firm serving high-net-worth families with integrated advisory services including investment management, estate planning, and tax planning. The firm offers unbilled access to estate and tax planning teams for clients and provides connections to alternative investments such as real estate and private credit through partnership arrangements. Leadership includes partners Robert Leone (Chief Trust Officer), Paul O'Grady (Executive Wealth Advisor), and Gus Gotsis (CEO), along with CFO Duane Mercer.

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Financial advisors in Pennsauken, New Jersey

Advisors serving Pennsauken specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Jersey's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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