Real Estate Financial Advisors

Real Estate Investors are owners of rental and investment property managing depreciation and entity structure, which calls for a financial advisor who understands their situation. These Financial Advisors build long-term financial and investment plans for these clients, and every profile shows verified client reviews with no referral fees.

8 financial advisors. 21 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "I've been looking for a reliable CPA for — this is not an exaggeration — 20 years. I've engaged with single shingles, regionals and nationals. Not a s…"
    — Alexander Black, 5.0 stars, for Potrus CPA
  • "Alan and his team have been an invaluable resource for my business. They handle my monthly bookkeeping seamlessly and manage my taxes every year, so I…"
    — daniel kwon, 5.0 stars, for Potrus CPA
  • "Working with Alan and his team has been an excellent experience from start to finish. They're highly responsive, thorough, and proactive and they don'…"
    — Matthew Millstein, 5.0 stars, for Potrus CPA

Frequently asked questions

Do real estate investors need a financial advisor?
Real Estate Investors are owners of rental and investment property managing depreciation and entity structure, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for real estate investors on Sam's List?
Filter to Financial Advisors who work with real estate investors, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

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