Bryan D.
Posted
Professional
Professional, polite and knowledgeable customer service!

Great
238 reviews
Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures.They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide.Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are customizable, simple, and affordable.
Ubiquity Retirement + Savings (myubiquity.com) has 238 customer reviews on Consumer Courier, with an average rating of 4.3 out of 5.
Showing 193 reviews with 5 stars · Clear filters
Bryan D.
Posted
Professional, polite and knowledgeable customer service!
Ruth
Posted
Emilio Ballesteros was very helpful and knowledgeable. He was very pleasant to talk to and responsive to my questions and helped me navigate the website. HARD TO FIND someone to fix the problem in very short amount of time. Excellent customer service.
Julie
Posted
Emilio was kind and knowledgeable about my request to get my residual money sent to me. He is very professional and courteous and I am glad that he answered my call.
Rodney B.
Posted
Lots lots of thanks to Hannah Lopez for her patience in helping me log in and reset my password. She walk me through my application for my loan successfully. I really appreciate how she guided me through until I completed my loan. She's an good asset in any company.
John W.
Posted
The person that helped me with my 401K was very helpful and very polite. In fact, she stayed on the phone and walked me through the steps I was taking with it. This is the first time I have talked with someone and it went very well. The lady I talked to knew the website well and helped me navigate it. Very happy with her help.
Sandra
Posted
It was the promptness of my request as well as appreciation for having us a client.
Brianna C.
Posted
very easy to communicate with. fixed my problem within minutes.
Yaeko F.
Posted
Excellent customer service just completed my rollover online and everything went smoothly.
Response from Ubiquity Retirement + Savings· May 30, 2025
Thanks so much for the kind words! We're glad to hear your rollover experience went smoothly and that our team delivered the level of service we strive for. We appreciate you being part of the Ubiquity community!