Plumbing Done Right, the First Time, Every Time
At Unbiased Financial Services, we understand that each family is unique, with its own set of needs, goals, and priorities. We pride ourselves on being a trusted advisor to high net worth families, providing unbiased financial services that help them make informed decisions about their wealth and legacy.
Our History
Founded in 2000, Unbiased Financial Services started as a response to the product-focused nature of the financial industry. We were determined to offer a more personalized approach, focusing on the needs of our clients, rather than pushing products. It has taken us years to develop a comprehensive approach to wealth management, but we believe that this dedication has paid off. Our experienced team has worked tirelessly to create a bespoke solution for each client, taking into account their individual circumstances, goals, and priorities.
Our Mission
Our mission is to empower affluent families to make sound financial decisions, now and for the future. We believe that our clients deserve the best possible guidance, and we strive to provide them with unparalleled service, expert advice, and cutting-edge strategies.
Our Services
We offer a range of services designed to meet the unique needs of each client. Our expertise includes:
- Wealth Planning: We work closely with our clients to understand their financial goals, risk tolerance, and priorities. Our team of experts will then develop a comprehensive plan, tailored to their specific needs.
- Investment Management: Our investment management services are designed to grow and protect our clients' wealth. We utilize a diversified portfolio approach, focusing on long-term growth and stability.
- Wealth Transfer: As families grow and evolve, their financial priorities often change. We help our clients navigate these transitions, ensuring that their wealth is transferred effectively to future generations.
- Tax and Estate Planning: Our experienced advisors will work with clients to optimize their tax situation, minimizing tax liabilities and ensuring that their wealth is protected for the long-term.
Meet Our Team
Our team of experienced professionals includes:
- John Amonson, President of Unbiased Financial Services and CEO of Unbiased Portfolio Management Inc.
- Yan Li, Chief Investment Officer and Portfolio Manager of Unbiased Portfolio Management Inc.
- Taylor Amonson, Vice President of Unbiased Financial Services Inc.
Contact Us
We invite you to learn more about how we can help you and your family achieve your financial goals. Please feel free to contact us at any time to schedule an appointment or to discuss your specific needs.
Mixed Reviews for Unbiased
Disappointment and Frustration
Many reviewers were left feeling frustrated and disappointed with their experience with Unbiased. Some common issues mentioned include:
- Unresponsive leads and lack of transparency in the lead generation process
- High monthly fees and charges for unresponsive leads
- Poor quality of leads, with many being unrelated or uncontactable
- Unhelpful and rude staff when queried about leads
- Feeling misled by the company's name and promises of unbiased service
Positive Experiences
On the other hand, some reviewers had a positive experience with Unbiased, mentioning:
- Efficient service and being matched with a suitable specialist
- Verified and trusted experts on the platform
- Straightforward and easy-to-use service
Concerns about Business Model
Several reviewers raised concerns about Unbiased's business model, including:
- Charging accountants for leads, which can lead to situations where they are charged for simply responding to a client's question
- Prioritizing firms that pay to be listed on the directory, regardless of service quality
- Selling leads to the highest bidder, rather than prioritizing the client's needs
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