BillyO
Posted
Santiago was great
Santiago was a big support filing and supporting me with my LLC creation

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
BillyO
Posted
Santiago was a big support filing and supporting me with my LLC creation
Adrian F.
Posted
Honestly Maranda and Brennan Felman made the process and understanding on how everything thing works so smooth, I felt relieved from making a big move in my life. What a blessing they are!
Bodkins, G.
Posted
Evelyn was great working with to set up both an LLC and an investment IRA account. She answered every question and walked me through every step.
Kib A.
Posted
Thank you for the great service!
Mark O. S.
Posted
Evelyn is an ace for Unified Wealth. She is very professional and knowledgeable, and she has a genuine care for clients' understanding of the process. Her pleasant demeanor is very inviting, and she is extremely open to client questions to ensure they are comfortable and ready to take the next steps in the overall process. Thank you, Unified Wealth leadership, and specifically Evelyn.
Financial Brokers Global LLC G.
Posted
Santiago did a great professional job initiating setting up an LLC. He answered our questions and completed the task at hand. All is well and will be well.
Lorraine B.
Posted
Evelyn was professional , knowledgeable, patient and very supportive during the process of setting up my LLC’s. Kudos and a big THANK YOU!
Mattia A.
Posted
I spoke with Evelyn and she helped me finalize my C Corp setup for my real estate business. She was very kind, polite and competent in her work, a real pleasure to talk with, and very professional, Unified Wealth is the best of the best in helping you set up your business strategy, definitely recommend them.