Don
Posted
Friendly and Knowledgeable
Friendly and Knowledgeable. Made me feel at ease thru the whole experience

Excellent
377 reviews
Honesty, 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
Don
Posted
Friendly and Knowledgeable. Made me feel at ease thru the whole experience
Michele S.
Posted
Santiago Fernandez was the associate who helped me. He was very organized presenting the information and answered my questions very clearly.
Roberta P.
Posted
I simply can’t imagine feeling more secure and well cared for as I have with Unified Wealth. Maranda’s demeanor, knowledge and authenticity created an experience beyond all my expectations. I wholeheartedly recommend choosing this team! The BEST!!!!
Rafael Negrete A.
Posted
Santiago was very patient answering all our questions. He made sure to explain things in clear terms that I could understand. He made the process very easy and efficient.
Barbara J.
Posted
Good morning, Ms. Evelyn was very patient,acknowledgement, and just very nice with explaining the program to me. I would trusted her in leading a company of employees.
Jody C.
Posted
The United Wealth team is fabulous and Brennan is no exception! My walk through with him was very informative and quite fun. While he is very knowledgeable, he is able to break it down very important information and steps into understandable and digestable chunks. I enjoyed learning and laughing with him. Thank you Brennan!
Richard
Posted
Dvalyn made the experience easy and painless. She answered my questions well and provided advice when asked.
Kevin R.
Posted
Evelyn was very pleasant and transparent.