Ben F.
Posted
Informative and quick
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.

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
Ben F.
Posted
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.
Harold R.
Posted
Slow start but they got up to speed an provided insights that I had no clue about. Gives me some great options.
Belinda
Posted
Evelyn was very informative and friendly. She made the initial process easy with Unified Wealth. Great customer service. Thank you so much for helping us today. Belinda CB
Christian H.
Posted
Evelyn is a great representative for Unfied Wealth she was very professional and polite.
T. Brian H.
Posted
Evelyn was very helpful. She always answered my questions fully and made me feel comfortable throughout our sessions. I never felt rushed or pressured in any way.
Faith J.
Posted
It was great working with Miranda and unified wealth in general. She patiently guided me through the steps,through my busy schedule until I got to the finish line or the next big step. Thank you so much,Miranda and Unified Wealth.
Keith K.
Posted
Evelyn was amazing! The whole process was easy and she was very knowledgeable! Highly recommend!
Michelle Y.
Posted
She was very helpful, patient and knowledgeable.