Client Reviews Disclosure
Last Updated: February 24, 2025
General Disclaimer
The client reviews displayed on Sam’s List are based on the personal experiences of users who have engaged with financial professionals on our platform. These reviews are intended to provide factual insights into user experiences.
Sam’s List does not solicit, endorse, verify, or modify client reviews, except for moderation to ensure compliance with applicable regulations and platform policies.
SEC Compliance & Marketing Rule Adherence
Sam’s List, operated by Samslist LLC, adheres to the SEC’s Marketing Rule (Rule 206(4)-1) and other applicable regulations. To ensure compliance:
Moderation & Removal of Reviews
Sam’s List may remove or decline to publish reviews that:
All published reviews remain publicly visible in their original form, except for necessary redactions of sensitive personal data.
Limitations & User Responsibility
No Endorsements or Guarantees
Being listed on Sam’s List does not constitute an endorsement, approval, or verification of any financial professional’s qualifications, experience, or services. Sam’s List does not guarantee specific financial outcomes from engaging with any listed professional.
Conflicts of Interest Disclosure
Contact & Questions
If you have concerns about a review or believe a posted review violates SEC regulations, please contact us atcontact@samslist.co
By using Sam’s List and viewing client reviews, you acknowledge that you have read and understood this disclosure and agree to ourTerms of Service.
General Disclaimer
The client reviews displayed on Sam’s List are based on the personal experiences of users who have engaged with financial professionals on our platform. These reviews are intended to provide factual insights into user experiences.
Sam’s List does not solicit, endorse, verify, or modify client reviews, except for moderation to ensure compliance with applicable regulations and platform policies.
SEC Compliance & Marketing Rule Adherence
Sam’s List, operated by Samslist LLC, adheres to the SEC’s Marketing Rule (Rule 206(4)-1) and other applicable regulations. To ensure compliance:
- Reviews are not solicited, compensated, or incentivized.
- Reviews are displayed as submitted, with moderation only for compliance and security purposes.
- Reviews do not constitute investment advice, endorsements, or guarantees.
- Reviewers should focus on factual experiences rather than subjective opinions or promotional statements.
Moderation & Removal of Reviews
Sam’s List may remove or decline to publish reviews that:
- Contain misleading, false, or unverifiable information.
- Provide specific investment recommendations, endorsements, or guarantees.
- Disclose confidential, proprietary, or personally identifiable information.
- Include defamatory, inappropriate, or promotional content unrelated to the services received.
All published reviews remain publicly visible in their original form, except for necessary redactions of sensitive personal data.
Limitations & User Responsibility
- Sam’s List does not verify the accuracy of user reviews.
- Users should conduct independent due diligence before selecting a financial professional.
- Financial professionals on Sam’s List are responsible for their own regulatory compliance with marketing, testimonials, and advertising rules.
No Endorsements or Guarantees
Being listed on Sam’s List does not constitute an endorsement, approval, or verification of any financial professional’s qualifications, experience, or services. Sam’s List does not guarantee specific financial outcomes from engaging with any listed professional.
Conflicts of Interest Disclosure
- Financial professionals may participate in paid visibility programs; however, these programs do not impact the authenticity, order, or visibility of client reviews on their profile.
- No professional can pay to modify, suppress, or remove reviews.
- Users should be aware of potential conflicts of interest and conduct their own due diligence.
Contact & Questions
If you have concerns about a review or believe a posted review violates SEC regulations, please contact us atcontact@samslist.co
By using Sam’s List and viewing client reviews, you acknowledge that you have read and understood this disclosure and agree to ourTerms of Service.
Find & Hire Top-Tier Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.