Ubiquity Retirement + SavingsReviews of myubiquity.com

I highly recommend the Ubiquity community! Working with Diyva on our 401K was a fantastic experience. She provided expert guidance throughout the entire process, making learning less stressful. Their top-notch customer service is truly appreciated. Thank you!

Yohannan called me 3 times and made sure I was taken care of. He fixed the problem faster than I expected. He was fantastic.

Ali was absolutely amazing! She helped me to walk through everything I needed and more! She answered all of my questions was so kind & caring knew every answer I needed, & answer my call every time I needed help with something! Ali is an absolute asset to your team!! I would like to have an app to be able to download for he convince and feature an options!!!

I have dealt with a number of other companies that offer retirement an payroll services over my career. Ubiquity is far better than any other company I have ever dealt with. Glitches happen with complicated dealings but they are so pleasant to deal with and fix any problems so quickly its as if they never happened

I recently had the pleasure of working with Ali Kimbrell, and I cannot speak highly enough of her professionalism, expertise, and demeanor throughout our 401K plan onboarding process. Ali served as our client onboarding specialist, and from the initial stages to the final details, she exemplified excellence in every aspect. First and foremost, Ali's kindness was palpable in every interaction. She approached each step of the process with a genuine desire to assist and support, making what could have been a daunting task feel manageable and even enjoyable. Her warmth and empathy created a comfortable atmosphere, allowing for open communication and a smooth transition into our new 401K plan. Ali's professionalism was evident from the outset. She demonstrated a thorough understanding of the intricacies of 401K plans and guided us expertly through the onboarding process. Her attention to detail ensured that no aspect was overlooked, and she consistently went above and beyond to address any questions or concerns promptly and effectively. One of Ali's standout qualities was her responsiveness. No matter the time or nature of the inquiry, Ali was always quick to respond with clarity and precision. Her dedication to ensuring timely and accurate communication instilled confidence in our team and alleviated any apprehensions we may have had. Furthermore, Ali's positive attitude was infectious. Despite the inevitable challenges that arise during such processes, Ali maintained a cheerful and optimistic demeanor throughout. Her enthusiasm was not only refreshing but also motivational, inspiring confidence in our decision to embark on this 401K journey. In conclusion, working with Ali Kimbrell was an absolute pleasure, and I wholeheartedly recommend her services to anyone beginning their 401K process. Her kindness, professionalism, responsiveness, and unwavering positivity made what could have been a daunting experience a smooth and enjoyable one. Thank you, Ali, for your exceptional support and expertise.

After a rough start signing up with the sales person, Diana went above and beyond to guide me through the whole process of opening an Individual 401k which is much more complicated than I expected. I truly appreciate how Diana helped me deal with the heavy procedures in place at the brokerage firm where I opened the account. Thanks again!

My reason for calling Ubiquity was to address security concerns. I spoke with Eva Castillo. She addressed my concerns with a degree of specificity that I never expected. She explained in detail how and why my funds were secure. Ubiquity hires top notch people and then obviously provides them with a considerable amount of training. This is the second time I've called Ubiquity, and I have gotten superior service each time. My employer selected Ubiquity to administer their 401(k) plan, and I couldn't be happier that they did! Great company, great people!!!

Whenever I connect with MyUbiquity, it's like a breath of fresh air! Seamless interactions, zero hiccups, and a team that's not just friendly but also incredibly knowledgeable. Their professionalism shines through, and their advice. Simply top-notch! A special shoutout to Eva Castillo, who's been my go-to expert twice now. She's an absolute star! 🌟