Unified WealthReviews of unifiedwealthsystems.com

I appreciate the professionalism of Joe as a trainer, Danielle as a personal case manager, and many other team members. I learn a lot and experience great support.

Wonderful company and experience. Honest, hard working people that make the effort to make the process easy. And their fees are reasonable and fair.

I was hooked up with Senior Advisor Erion Hammack with Unified Wealth. I'm a small businessman who owns a construction company with 5 employees. I want to be able to invest with my own 401k and Erion new EXACTLY what I needed. He not only explained the Self Directed 401k to me in depth, he spent extra time explaining different strategies that could work in my particular situation. Speaking with Erion has been the best financial advise I've received since I started this quest on a self direct retirement plan. His knowledge base of what I can and cannot do was totally paramount to my retirement plan. He even explained the aspect of utilizing LLCs to help me spread out my assests. In a nut shell, Erion was EXCELLENT! And I'm very happy with the outcome of our session. I would give him 10 Stars if I could. Thank you Erion, you really opened my eyes and did me a great service. Peace out Sir.

Heather Delaney gathered all my personal info, completed all the necessary documents and submitted to establish my solo 401K. Where that may seem a rather simple technical procedure, she accomplished it seamlessly. Meaning, other than me signing the docs, I wasn't subjected with any other tasks. My recurring calls/questions with Heather were handled efficiently and comprehensibly with unwavering patience and courtesy on her part. UW should be proud to have you! And thank you!

I have just started this relationship and Brennan has been super open and helpful. I'm looking forward to the next steps.

Elijah is patient, friendly, and competent. Wonderful to work with and answers all my questions with concise and informative content. Appreciate his support.

Cassie and the Unified Wealth team were so helpful transferring all my accounts over to my new trust. There were several complications with the old companies that the team managed seamlessly. Cassie was great at follow up and someone is always ready to answer every question I have.

Heather and Lacie have been very helpful and present for us during set-up of our self-directed IRA and 401K. We look forward to relying on their expertise in the future, as we embark on this new journey with our retirement funds.