Through Unbiased Pro, advisors can select the type of client they want most. Advisors can limit prospective clients based on factors such as location and wealth levels or by refining the advice types they offer. Advice categories for our advisors include:
- Wealth management
- Estate planning
- Retirement planning
- Investment management
- Tax planning
- Insurance solutions and risk management
- Divorce planning
- Education planning
- Business services
For bespoke support, please contact our friendly team at pro@unbiased.com, or by phone at: +1 302 405 2480 during office hours (EST).