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
R E.
Heather is holding my hand walking me step by step through the very complex prossess of setting up my business to buy tax liens and tax deeds. She is extremely knowledgeable and fun to work with. She has been very patient with me helping me understand what to do at every step. Roby
Chris S.
Heather Is great. She was very quick to attend to the setup of my account, answer questions and just be wonderful. Very personable & reliable.
A P.
Heather was amazing to work with! Made the setup process smooth & easy to get through! Thank you for everything! -Adrianne Agustin
Penelope K.
Santiago was extremely knowledgeable about the process and guided us through each step with ease. His expertise made the experience smooth and easy to understand.
Yves P.
Mr. S. Fernandez (United Wealth) was impressively knowledgeable, answering all my questions with calm, Zen-like patience. His courteous, friendly, and professional approach made a lasting impression. I’ll be requesting him again for my next company filing. This was white-glove service at its finest.
Myers
Excellent and very patient advisor
Vicki
Heather was able to answer my questions and guide me through the steps to transition my 401k easily and efficiently. I have been able to call many times and get courteous, quick, effective help every time. I have been very comfortable that these folks know what they're doing and I have recommended them to friends who tell me they're not happy with their current retirement account
Brigida A.
My name is Brigida Agustin I had an excellent meeting with Heather Delaney and couldn't be more pleased with the experience. The meeting was well-organized, productive, and focused on achieving clear objectives. Heather Delaney was professional, engaged, and communicated effectively, making the discussion both collaborative and efficient. All of my questions were answered thoroughly, and I left the meeting feeling confident and informed about the next steps. I truly appreciated Heather's time, and commitment shown throughout this meeting. Thank you for such a positive and successful experience!