Unified WealthUnified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Government Department
Excellent
Government Department · Honolulu, Hawaii
Excellent
Government Department · Altamonte Springs, Florida
Excellent
Government Department · Chandler
Excellent
377 approved reviews, newest moderated first
MG
I appreciate Evelyn Escalona of United Wealth for delivering great service on our call this morning. She was on time for our appointment. She was patient with my questions and explained thoroughly what to expect next.Thank you Evelyn!
Carrie N.
I worked with Evelyn today to get my LLC and Solo IRA setup. She was such a big help. I really had no idea what I was doing, but she helped me get through all the paperwork. Thank you, Evelyn!
Trevor S.
Very Professional!
Steve M.
Santiago was polite and gave clear instructions, which made going through the process of setting up an LLC painless. I look forward to working with Unified Wealth in the future.
JH
My name is Joe Hogan and Evelyn Escalona was extremely patient with me in helping to set up my LLC entities! I can be tech challenged and she showed extreme professionalism in helping hurdle!
Valerie C.
Santiago was very helpful, and patient, talking me through resolving the issue I was having. I'm thankful to have had his assistance.
Bert L.
Santiago was very patient with us. Accommodating, answered all our questions. timely on calling us.
Vanessa G.
Santiago was great !!!