Financial Professionals for Insurance

Browse financial professionals who specialize in insurance. Read client reviews and compare to find the right fit.

17 professionals. 52 client reviews. Used by 200,000+ business owners and high net worth individuals.

Browse related profiles

What clients are saying

  • "They saved me time and stress in trying to organize all of our financial information for our annual taxes. I had gotten so behind I felt overwhelmed e…"
    — Carrie Allen, 5.0 stars, for Not Dorks Accounting & Finance
  • "Phil and Lisa handle all of our accounts, and I couldn’t ask for a better team. Having people we trust looking after our company’s finances makes all…"
    — kabir jaiswal, 5.0 stars, for Not Dorks Accounting & Finance
  • "Phil and Lisa have worked with us to understand the needs of our specific business, and have adjusted accounting models accordingly. They are always c…"
    — John Malloy, 5.0 stars, for Not Dorks Accounting & Finance

Explore more on Sam's List

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.