Expat Financial Advisors
International/Expats are people with income, accounts, or filing obligations in more than one country, 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.
2 financial advisors. 2 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- CAPTRUST — 1 review
- Insight Matters — 1 review
What clients are saying
"Captrust provides a great service with a high touch feel. They have gone above and beyond me and my family's expectations."
— Matthew, 5.0 stars, for CAPTRUST"Valon provided clear, actionable advice tailored to my business structure. He spent the time to understand my business and how it's changed over the y…"
— Bunty SomRoy, 5.0 stars, for Insight Matters
Frequently asked questions
- Do international/expats need a financial advisor?
- International/Expats are people with income, accounts, or filing obligations in more than one country, 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 international/expats on Sam's List?
- Filter to Financial Advisors who work with international/expats, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.