Ubiquity Retirement + SavingsReviews of myubiquity.com

Great costumers service Walk me thru the process with a professional tone just top notch

Carrie was extremely helpful with my withdrawal from 401K and took the time to answer all of my questions she was very patient with me from the start to the end. I really appreciate it.

Stephan was extremely helpful and took the time to answer all our questions thoroughly. We're grateful to have him as a resource.

My rep was a rock star and walked me through everything

Every question I had was thoroughly answered. I was listened to and given the amount of time needed to make sure I clearly understood all the information he provided. Emilio went over and above by sending me emails with login links to reduce time on my end to search for it. I could not have asked for a better person to assist me. I am totally grateful!

Ubiquity is absolutely amazing. Going on 15 years as a customer. Highly recommend everyone on the team. Elaina Doughty is absolutely wonderful as a client success specialist !

Have worked with Ubiquity since 2013, and it's been a positive experience. They have been helpful, and their product offerings have been good (and getting better) and generally affordable.

Emilio Ballesteros was able to clarify that ADP Payroll was incorrectly reporting the employer Safe Harbor contribution amount in which they were using 3% and not 4%. Now my reports will match the amount being debited from our bank. Thank you!!