T. W.
Posted
She was knowledgeable about the matter…
She was knowledgeable about the matter at hand and connected me with the bank. She also let me know that one LLC wasn't set up, and she was able to get me on the books to have it done.

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.
Showing 366 reviews with 5 stars · Clear filters
T. W.
Posted
She was knowledgeable about the matter at hand and connected me with the bank. She also let me know that one LLC wasn't set up, and she was able to get me on the books to have it done.
Earline H.
Posted
The representative was knowledgeable and respectful she kindly helped me reset my password thanks
Guadalupe D.
Posted
Great service, thank you!
Eric H.
Posted
The specialist Evelyn helped me with my onboarding and she was great. She has patience and if I had a question she would answer it over again till i understood it.
Ralph S.
Posted
Evelyn was fantastic! great customer service
A. Troy Mulder I.
Posted
Evelyn was very courteous
Jeffery S.
Posted
Racheal was great. Her knowledge was phenomena and I’m thankful to have her on my team.
Rania P.
Posted
had an excellent experience working with Evelyn Escalona. She was courteous, professional, and very helpful throughout the process of completing the required paperwork. She made everything easier with her clear guidance, patience, and outstanding customer service. I truly appreciate her support and dedication, and I would highly recommend her to anyone looking for a professional and pleasant experience. Rania Petro