Daniel J.
Gabe did great
Gabe did great! He answered my questions professionally and with excellent knowledge of the subject.

Since 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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
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
Daniel J.
Gabe did great! He answered my questions professionally and with excellent knowledge of the subject.
Johnny A.
My representative was very friendly and informative. She walked through the process and was patient and helpful!
Suneet G.
If you want a great experience ask for Mark.
OP
Amazing help! Representative stayed on the phone with me for more than 30 minutes guiding me on how to fix something. I want to take her to lunch!!! She deserves a Service Excellence Award!
Bill G.
Incredibly helpful service from these guys! Unfortunately I didn't get the customer service person's name, but he was very helpful. I was able to do everything I needed to in only a couple of minutes!
Nora
Very quick and easy phone call. Gabriel was super polite and professional and followed up as he told. No hold times which is nice as well.
Jeff
A most pleasant experience. Questions answered with professionalism, courteousness, and a friendliness.
Kevin D.
I had a very positive experience with the agent helping me with an access issue. He resolved my challenge in less than a minute and then answered a few other questions I had for clarification.