Excellent
377 reviews
Unified WealthUnified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Consumer Courier, with an average rating of 5.0 out of 5.
Showing 366 reviews with 5 stars · Clear filters
Lance
Posted
Evelyn was very professional and personable. We both enjoyed working with her. Thank you for doing this for us because we were clueless and needed everything offered. Also thank you Adam for getting us started.
Marvell S.
Posted
Evelyn is amazing to work with. She’s patient, honest, and truly cares about helping you move forward. She explains everything clearly and makes the whole process simple. I’m grateful for her support and highly recommend her to anyone looking for real guidance.
Bill J.
Posted
Evelyn was very patient, kind and helpful and a pleasure to deal with! Looking forward to doing business with company!
Dennis F.
Posted
Great service , Santiago was very helpful and patient. The Best!
Chris
Posted
Evelyn was easy to work with and help me find the right solution for our self directed IRA to be able to invest in to alternative investments like real estate & crypto.
Jeffrey S.
Posted
A very clear presentation and easy business set up.
Jacinto
Posted
Knowledgeable staff, willing to answer questions honestly. Friendly, polite, outgoing and professional while directing you in the right direction.
Ben F.
Posted
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.
