Company Information

Get to know samuel scott financial group

Founded in 2005, Samuel Scott Financial Group is a financial services company that combines mortgage lending with comprehensive wealth management. The company operates on a "Two Advisors, One Relationship" model, where clients work with both a mortgage advisor and a financial advisor to create a holistic financial strategy. Their mission is to provide a personal, proactive, and consultative approach, helping clients manage their assets and liabilities effectively through services like financial planning, investment management, retirement planning, and a wide range of mortgage products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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samuel scott financial group

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.