Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

Thomas-Kopelman

5.0 stars · 1 review · Serves Indiana · Specializes in Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors - deleted

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.

Featured reviews

"Upvote, onboarding with @TKopelman soon"
— Brian Harrington 0.1M
"@TKopelman. Can't recommend enough. Everything process related is super simple, organized and easy. The actual advice and interaction with Tom is equally great - knows his stuff back and front. Plus he's a good twitter f…"
— Matt Rooney
"@TKopelman. Use him, and have referred 15 people to him who use him. Setting up everything, structuring, funding weird shit I’ve never heard of, making in California less painful"
— Jon Matzner

Thomas-Kopelman

Featured reviews

Related Sam's List pages

Related Sam's List pages