bob S.
Posted
Unified Wealth customer sign-up
Today I had the pleasure of working with Evelyn. She was a pure delight to work with fast and professional she made the whole process painless.

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
bob S.
Posted
Today I had the pleasure of working with Evelyn. She was a pure delight to work with fast and professional she made the whole process painless.
Lisa W.
Posted
Evelyn made the whole onboarding process easy! Our meeting was fast and thorough, and she guided us to ensure we are ready for our next steps in building our real estate investment business.
Donald C.
Posted
Evelyn was great working with me. She took her time explaining questions as they arise.
Sally C.
Posted
They were understanding and patience of difficulties I had in my life. When I was ready to move they were ready to go. Made sure I understood and had all answers taken care of. Signing doc was smooth easy to follow.
Chris S.
Posted
Evelyn was friendly and kind. She was patient with me as I went through the documents. She even kept me informed that she may be a little late for our call. Thank you so much Adam and Evelyn through this new journey
Abdus-Shaheed A.
Posted
The personable attitude of the representative. She was patient and accommodating.
Travis Y.
Posted
Evelyn,Justin, and Lacie have been more than helpful in this process getting my LLC's, holding companies, and SDIRA accounts in place.All while educating me and helping me understand every part along the way.
Fabrice P.
Posted
Excellent customer service! Evelyn answered all my questions with clear, detailed explanations, and her support made the entire process much easier.