Ubiquity Retirement + SavingsSince 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures.They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide.Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are customizable, simple, and affordable.
Ubiquity Retirement + Savings (myubiquity.com) has 238 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
Showing 193 reviews with 5 stars · Clear filters
Marissa
I've been a client of Ubiquity for the past 10 years and continue to have positive experiences with them. They are a very affordable solution for a small business (I have a 5 person organization) to have a 401k retirement plan. Even though we are small, they always provide outstanding customer service. They are always prompt, courteous, and helpful no matter what issue that I have. I can't say enough good things about this company.
Stacey
Great customer service- had an issue with a rollover and it was easily resolved with friendly service!
Barbara
Gabe has excellent customer service skills. He is very patient!! Thank you!!
Laura
Gabe was super helpful and efficient, thank you!
Bri
Gabe was fantastic! He answered all my questions and was super knowledgeable. Great customer service!
keri B.
Gabe was great, so helpful.
MONICA S.
Rebecca was awesome. She answered all the questions and even sent a follow-up email with instructions on pending items. Thank you so much.
Amy C.
I have had a SingleK with Ubiquity since 2016. Every time I work with their Customer Service team, I always get outstanding, knowledgeable representitatives who truly want to help me. I cannot say enough good things about this company and their staff.