Excellent
377 reviews
Unified WealthHonesty, pricing, process and quality scores appear once 5 customers have rated them.
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Rated Honest, with an average rating of 5.0 out of 5.
377 approved reviews, newest moderated first
Jeff N.
Posted
It is rare, during an on line call or interview, that one finds both integrity and the feeling that someone actually cares. This is what I experienced talking with the 2 agents at Unified Wealth Network. Evalyn and Jaxton are the epitome of customer service. Thank you for making me feel like you actually cared about my future. I will recommend any of my friends and anyone else who may be seeking professional Wealth counseling.
finn E.
Posted
fast and easy professional
Gene G.
Posted
Evenlynn did an excellent job answering all my questions. That is all I can ask.
Felipe F.
Posted
Unified Wealth is a great asset to a business owner like myself. Dahiana Was amazing and helped me organize my financial affairs so that I can serve my business effectively. I highly recommend Unified Wealth!
Yau Keung H.
Posted
Extremely helpful in rolling over retirement accounts
Customer
Posted
Santiago helped me set up 2 LLCs in less than 30 minutes! He was super helpful through the whole process! -Alex
talika W.
Posted
Evelyn was so patient and understanding and her willingness to ensure that I got my documents done right is greatly appreciated .
patrick L.
Posted
My name is Patrick. Santiago did a great job assisting me in setting up my LLC. Many thanks.
