Junkie1
Jason Gross
Jason Gross is a very knowledgeable Myubiquity employee. He can answer your questions with regards to your plan, your funds, the employee balance of your plan.... A great asset to the myubiquity team!

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
Junkie1
Jason Gross is a very knowledgeable Myubiquity employee. He can answer your questions with regards to your plan, your funds, the employee balance of your plan.... A great asset to the myubiquity team!
Raquel R.
Very responsive and helpful throughout the entire issue! Extremely happy with the Customer Service.
Wes E.
Ubiquity has the best customer service that I have seen in a long time.
Daniel E.
Friendly service and the knowledgeable staff.
Christina T.
I cannot express how much I appreciate the help Ubiquity gave me when I needed to find out how to have an employee loan re-amortized. I was given correct information in a timely manner and was able to resolve an issue that had been left undone for 6 months (through no fault of Ubiquity). I appreciated their patient and positive emails. They answered every question quickly and concisely. I am impressed!!
Julie H.
Tony Lacher assisted me with the processing of my 2016 5500. He was very patient with me, despite me calling him multiple times to complete it. I have rated Ubiquity 5 stars for excellent customer service!
Chris G.
We have been with Ubiquity for a number of years, and recently was in touch with team member Doug Guler. He expertly addressed my concerns, had amazing customer service, follow-up, and follow-through. It seems that so many companies drop the ball, or do not address your concerns with the level of importance that the customer may. That was certainly not the case with Mr. Guler. He is certainly an asset to the Ubiquity team.
Andrew
I am so happy with the service my company receives from Ubiquity, the team is responsive and could not be nicer. It's great to do business with people who not only know what they are doing, but are such nice people to work with. I recommend Ubiquity highly!