Professionals for Insurance

Browse professionals connected to insurance. Compare verified profiles, review counts, ratings, and service details.

29 vetted professionals. 53 verified reviews. Used by 200,000+ business owners and high net worth individuals.

What clients are saying

  • "Excellent. He keeps my books accurate and organized, and he's always responsive whenever I have questions. He's saved me a ton of time and stress by t…"
    — dylan, 5.0 stars, for Evergreen Accounting Solutions LLC
  • "I've had the luck to work closely with Phil and Lisa and what stands out most is how genuinely invested they are in the people they work with. They ha…"
    — Moe, 5.0 stars, for Not Dorks Accounting & Finance
  • "We’ve had an excellent experience working with Cortland at Brigham CPA. He was instrumental in getting us fully set up on QuickBooks Online, making wh…"
    — Meglynjohnson23, 5.0 stars, for Brigham CPA

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How to compare financial professionals for insurance

Use this Sam's List industry page to compare accountants, bookkeepers, financial advisors, and fractional CFOs who understand the operating realities of insurance businesses. Look for verified client reviews, relevant industry experience, service fit, location coverage, and whether the professional has worked with companies at a similar stage.

Good shortlists usually include specialists who can explain reporting needs, tax planning, bookkeeping systems, cash flow decisions, and owner-level financial questions in plain language. Sam's List helps founders and operators move from a broad search to a focused set of reviewed professionals worth contacting.

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Sam's List is a vetted directory of CPAs, bookkeepers, financial advisors, and fractional CFOs. Browse verified reviews, transparent pricing, and real client outcomes — with no referral fees and no pay-to-play rankings.

Sam's List — find vetted CPAs, bookkeepers, financial advisors, and fractional CFOs with verified client reviews
Vetted financial professionals, trusted by founders and high-net-worth individuals.

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Frequently asked questions

What is Sam's List?

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.