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
Jeanne
I have been working with Ubiquity Retirement & Savings for about 6 months. They have an impressive team that is very experienced in guiding small businesses with their 401k decisions. I knew little about how these programs work, the decisions that need to be made and their implications. Today, I am confident that Ubiquity is the best choice, based on the strength of their team and their longevity in the business