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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Government Department
Excellent
Government Department · Honolulu, Hawaii
Excellent
Government Department · Altamonte Springs, Florida
Excellent
Government Department · Chandler
Excellent
377 approved reviews, newest moderated first
Traci
Unified Wealth was recommended to me by a friend and I'm so thankful for this connection. The people are super nice and super knowledgeable. I worked with Maranda Christeson and she made the transition from my Annuity to a 401k super easy. She walked me through every step of the way. I HIGHLY recommend working with them!
Mb
Good customer service and understanding
Shaun L.
We really appreciated the help that Santiago gave us. The process of applying for an LLC was more complicated than we realized and we were very happy to have him guide us through it. His knowledge and expertise were invaluable.
MONROYHERNANDEZ/MARCO I.
the agent Santiago was friendly and answer all the questions
Bill B.
Santiago from Unified Wealth was very knowledge and professional. He help us to quickly get all of our business needs taken care in the appropriate amount of time. I would recommend him to anyone that is looking for this type of service.
Lucinda G.
Great experience! I appreciate the quick and easy process it all was. And I’m grateful all of it was done & taken care of for us. No need to continue doing it on our own! Time is money so this was so so helpful. Thank you so much.
Jody
Working with Adam and Maranda has been a lifesaver for me. It's always daunting to venture into something new, but with the two of them guiding you it's not so scary. They are so knowledgeable and willing to work through any and all situations with you. I'm so glad they are on my team!
James V.
My experience has been great with Unified Wealth. From the beginning it has easy doing business with them. Mason and Evelyn were patient in explaining everything. I look forward to a long prosperous relationship with Unified Wealth.